Lumature Wealth Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $628K | Buy |
18,623
+2,830
| +18% | +$95.4K | 0.37% | 56 |
|
|
2023
Q1 | $508K | Sell |
15,793
-720
| -4% | -$23.1K | 0.28% | 64 |
|
|
2022
Q4 | $565K | Sell |
16,513
-4,079
| -20% | -$140K | 0.32% | 56 |
|
|
2022
Q3 | $625K | Buy |
20,592
+863
| +4% | +$26.2K | 0.33% | 55 |
|
|
2022
Q2 | $620K | Buy |
19,729
+987
| +5% | +$31K | 0.28% | 66 |
|
|
2022
Q1 | $718K | Sell |
18,742
-330
| -2% | -$12.6K | 0.29% | 76 |
|
|
2021
Q4 | $745K | Buy |
19,072
+821
| +4% | +$32.1K | 0.29% | 79 |
|
|
2021
Q3 | $685K | Buy |
18,251
+2,305
| +14% | +$86.5K | 0.28% | 78 |
|
|
2021
Q2 | $585K | Buy |
15,946
+1,963
| +14% | +$72K | 0.24% | 87 |
|
|
2021
Q1 | $476K | Buy |
13,983
+6,943
| +99% | +$236K | 0.25% | 87 |
|
|
2020
Q4 | $208K | Buy |
+7,040
| New | +$208K | 0.2% | 117 |
|