Lumature Wealth Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $241K | Buy |
3,686
+1,235
| +50% | +$80.8K | 0.14% | 139 |
|
|
2023
Q1 | $166K | Sell |
2,451
-119
| -5% | -$8.06K | 0.09% | 162 |
|
|
2022
Q4 | $181K | Sell |
2,570
-561
| -18% | -$39.6K | 0.1% | 154 |
|
|
2022
Q3 | $205K | Sell |
3,131
-8
| -0.3% | -$524 | 0.11% | 151 |
|
|
2022
Q2 | $220K | Buy |
3,139
+359
| +13% | +$25.2K | 0.1% | 157 |
|
|
2022
Q1 | $207K | Buy |
2,780
+96
| +4% | +$7.15K | 0.08% | 172 |
|
|
2021
Q4 | $192K | Buy |
2,684
+137
| +5% | +$9.8K | 0.07% | 145 |
|
|
2021
Q3 | $163K | Buy |
2,547
+344
| +16% | +$22K | 0.07% | 151 |
|
|
2021
Q2 | $139K | Buy |
2,203
+389
| +21% | +$24.5K | 0.06% | 161 |
|
|
2021
Q1 | $116K | Buy |
1,814
+933
| +106% | +$59.7K | 0.06% | 160 |
|
|
2020
Q4 | $55K | Buy |
+881
| New | +$55K | 0.05% | 149 |
|