Lumature Wealth Partners’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $515K | Buy |
4,800
+316
| +7% | +$33.9K | 0.31% | 69 |
|
|
2023
Q1 | $454K | Sell |
4,484
-271
| -6% | -$27.4K | 0.25% | 70 |
|
|
2022
Q4 | $467K | Sell |
4,755
-1,222
| -20% | -$120K | 0.26% | 72 |
|
|
2022
Q3 | $495K | Buy |
5,977
+183
| +3% | +$15.2K | 0.27% | 68 |
|
|
2022
Q2 | $506K | Sell |
5,794
-160
| -3% | -$14K | 0.23% | 73 |
|
|
2022
Q1 | $613K | Buy |
5,954
+384
| +7% | +$39.5K | 0.25% | 83 |
|
|
2021
Q4 | $589K | Buy |
5,570
+264
| +5% | +$27.9K | 0.23% | 86 |
|
|
2021
Q3 | $519K | Buy |
5,306
+746
| +16% | +$73K | 0.21% | 92 |
|
|
2021
Q2 | $467K | Buy |
4,560
+653
| +17% | +$66.9K | 0.19% | 95 |
|
|
2021
Q1 | $385K | Buy |
3,907
+2,028
| +108% | +$200K | 0.2% | 98 |
|
|
2020
Q4 | $166K | Buy |
+1,879
| New | +$166K | 0.16% | 124 |
|