LWP
Lumature Wealth Partners’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.49M | Buy |
47,067
+5,946
| +14% | +$441K | 2.07% | 9 |
|
|
2023
Q1 | $3.07M | Sell |
41,121
-1,693
| -4% | -$126K | 1.72% | 11 |
|
|
2022
Q4 | $3.19M | Sell |
42,814
-10,136
| -19% | -$756K | 1.78% | 11 |
|
|
2022
Q3 | $3.53M | Sell |
52,950
-686
| -1% | -$45.8K | 1.89% | 11 |
|
|
2022
Q2 | $3.87M | Buy |
53,636
+25,636
| +92% | +$1.85M | 1.72% | 12 |
|
|
2022
Q1 | $2.13M | Buy |
28,000
+256
| +0.9% | +$19.4K | 0.85% | 22 |
|
|
2021
Q4 | $2.14M | Buy |
27,744
+1,643
| +6% | +$127K | 0.83% | 22 |
|
|
2021
Q3 | $1.8M | Buy |
26,101
+3,605
| +16% | +$248K | 0.73% | 26 |
|
|
2021
Q2 | $1.57M | Buy |
22,496
+4,400
| +24% | +$308K | 0.65% | 30 |
|
|
2021
Q1 | $1.24M | Buy |
18,096
+9,783
| +118% | +$668K | 0.65% | 35 |
|
|
2020
Q4 | $561K | Buy |
+8,313
| New | +$561K | 0.53% | 57 |
|