LCWP
Legacy Capital Wealth Partners’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,773
| Closed | -$281K | – | 310 |
|
|
2023
Q3 | $281K | Sell |
2,773
-14,174
| -84% | -$1.44M | 0.08% | 219 |
|
|
2023
Q2 | $1.82M | Sell |
16,947
-20,874
| -55% | -$2.24M | 1.51% | 25 |
|
|
2023
Q1 | $3.83M | Sell |
37,821
-19,781
| -34% | -$2M | 1.04% | 23 |
|
|
2022
Q4 | $5.66M | Buy |
57,602
+1,641
| +3% | +$161K | 2.7% | 15 |
|
|
2022
Q3 | $4.64M | Buy |
55,961
+7,180
| +15% | +$595K | 2.46% | 16 |
|
|
2022
Q2 | $4.26M | Sell |
48,781
-574
| -1% | -$50.1K | 2.14% | 18 |
|
|
2022
Q1 | $5.08M | Buy |
+49,355
| New | +$5.08M | 2.18% | 18 |
|