Lumature Wealth Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $620K | Buy |
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $661K | Sell |
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|
2022
Q3 | $620K | Sell |
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|
2022
Q2 | $623K | Sell |
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|
2022
Q1 | $667K | Sell |
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|
2021
Q4 | $560K | Buy |
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|
2021
Q3 | $523K | Buy |
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|
2021
Q2 | $520K | Buy |
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|
2021
Q1 | $471K | Buy |
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|
2020
Q4 | $319K | Buy |
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