Lumature Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$628K Buy
2023
Q1
$508K Sell
2022
Q4
$565K Sell
2022
Q3
$625K Buy
2022
Q2
$620K Buy
2022
Q1
$718K Sell
2021
Q4
$745K Buy
2021
Q3
$685K Buy
2021
Q2
$585K Buy
2021
Q1
$476K Buy
2020
Q4
$208K Buy