LWP
Lumature Wealth Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.94M | Sell |
28,401
-870
| -3% | -$151K | 2.93% | 7 |
|
|
2023
Q1 | $4.42M | Sell |
29,271
-1,012
| -3% | -$153K | 2.48% | 8 |
|
|
2022
Q4 | $3.77M | Sell |
30,283
-7,298
| -19% | -$908K | 2.11% | 9 |
|
|
2022
Q3 | $4.46M | Buy |
37,581
+210
| +0.6% | +$24.9K | 2.39% | 9 |
|
|
2022
Q2 | $4.75M | Sell |
37,371
-1,215
| -3% | -$154K | 2.12% | 9 |
|
|
2022
Q1 | $6.13M | Buy |
38,586
+186
| +0.5% | +$29.6K | 2.46% | 6 |
|
|
2021
Q4 | $6.68M | Buy |
38,400
+1,703
| +5% | +$296K | 2.59% | 6 |
|
|
2021
Q3 | $5.48M | Buy |
36,697
+3,923
| +12% | +$586K | 2.24% | 8 |
|
|
2021
Q2 | $4.84M | Buy |
32,774
+5,172
| +19% | +$764K | 2% | 8 |
|
|
2021
Q1 | $3.67M | Buy |
27,602
+14,330
| +108% | +$1.9M | 1.93% | 10 |
|
|
2020
Q4 | $1.73M | Buy |
+13,272
| New | +$1.73M | 1.63% | 12 |
|