LWP
Lumature Wealth Partners’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $185K | Buy |
2,233
+489
| +28% | +$40.5K | 0.11% | 161 |
|
|
2023
Q1 | $141K | Sell |
1,744
-77
| -4% | -$6.21K | 0.08% | 172 |
|
|
2022
Q4 | $141K | Sell |
1,821
-464
| -20% | -$36K | 0.08% | 171 |
|
|
2022
Q3 | $155K | Buy |
2,285
+214
| +10% | +$14.5K | 0.08% | 175 |
|
|
2022
Q2 | $152K | Buy |
2,071
+58
| +3% | +$4.26K | 0.07% | 188 |
|
|
2022
Q1 | $177K | Buy |
2,013
+94
| +5% | +$8.27K | 0.07% | 184 |
|
|
2021
Q4 | $174K | Buy |
1,919
+19
| +1% | +$1.72K | 0.07% | 150 |
|
|
2021
Q3 | $150K | Buy |
1,900
+260
| +16% | +$20.5K | 0.06% | 154 |
|
|
2021
Q2 | $135K | Buy |
1,640
+230
| +16% | +$18.9K | 0.06% | 164 |
|
|
2021
Q1 | $111K | Buy |
1,410
+769
| +120% | +$60.5K | 0.06% | 162 |
|
|
2020
Q4 | $46K | Buy |
+641
| New | +$46K | 0.04% | 153 |
|