Lumature Wealth Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$758K Buy
2023
Q1
$626K Sell
2022
Q4
$561K Sell
2022
Q3
$762K Buy
2022
Q2
$716K Sell
2022
Q1
$2.73M Buy
2021
Q4
$2.86M Buy
2021
Q3
$2.41M Buy
2021
Q2
$2.07M Buy
2021
Q1
$1.63M Buy
2020
Q4
$756K Buy