LWP
Lumature Wealth Partners’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.68K | Hold |
118
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $6.84K | Sell |
118
-149
| -56% | -$8.64K | ﹤0.01% | 325 |
|
|
2022
Q4 | $12.8K | Hold |
267
| – | – | 0.01% | 293 |
|
|
2022
Q3 | $13K | Hold |
267
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $14K | Buy |
267
+149
| +126% | +$7.81K | 0.01% | 304 |
|
|
2022
Q1 | $8K | Hold |
118
| – | – | ﹤0.01% | 355 |
|
|
2021
Q4 | $9K | Sell |
118
-85
| -42% | -$6.48K | ﹤0.01% | 343 |
|
|
2021
Q3 | $16K | Hold |
203
| – | – | 0.01% | 316 |
|
|
2021
Q2 | $16K | Hold |
203
| – | – | 0.01% | 276 |
|
|
2021
Q1 | $15K | Sell |
203
-160
| -44% | -$11.8K | 0.01% | 273 |
|
|
2020
Q4 | $24K | Buy |
+363
| New | +$24K | 0.02% | 156 |
|