LWP
Lumature Wealth Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $620K | Buy |
7,638
+202
| +3% | +$16.4K | 0.37% | 61 |
|
|
2023
Q1 | $616K | Sell |
7,436
-126
| -2% | -$10.4K | 0.35% | 54 |
|
|
2022
Q4 | $661K | Sell |
7,562
-1,045
| -12% | -$91.4K | 0.37% | 50 |
|
|
2022
Q3 | $620K | Sell |
8,607
-109
| -1% | -$7.85K | 0.33% | 56 |
|
|
2022
Q2 | $623K | Sell |
8,716
-13
| -0.1% | -$929 | 0.28% | 63 |
|
|
2022
Q1 | $667K | Sell |
8,729
-1,358
| -13% | -$104K | 0.27% | 80 |
|
|
2021
Q4 | $560K | Buy |
10,087
+46
| +0.5% | +$2.55K | 0.22% | 90 |
|
|
2021
Q3 | $523K | Buy |
10,041
+391
| +4% | +$20.4K | 0.21% | 91 |
|
|
2021
Q2 | $520K | Buy |
9,650
+49
| +0.5% | +$2.64K | 0.22% | 90 |
|
|
2021
Q1 | $471K | Buy |
9,601
+1,185
| +14% | +$58.1K | 0.25% | 88 |
|
|
2020
Q4 | $319K | Buy |
+8,416
| New | +$319K | 0.3% | 98 |
|