LWP
Lumature Wealth Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $758K | Buy |
4,461
+272
| +6% | +$46.2K | 0.45% | 49 |
|
|
2023
Q1 | $626K | Sell |
4,189
-151
| -3% | -$22.6K | 0.35% | 52 |
|
|
2022
Q4 | $561K | Sell |
4,340
-1,006
| -19% | -$130K | 0.31% | 58 |
|
|
2022
Q3 | $762K | Buy |
5,346
+140
| +3% | +$20K | 0.41% | 52 |
|
|
2022
Q2 | $716K | Sell |
5,206
-9,567
| -65% | -$1.32M | 0.32% | 59 |
|
|
2022
Q1 | $2.73M | Buy |
14,773
+803
| +6% | +$149K | 1.1% | 15 |
|
|
2021
Q4 | $2.86M | Buy |
13,970
+543
| +4% | +$111K | 1.11% | 15 |
|
|
2021
Q3 | $2.41M | Buy |
13,427
+1,854
| +16% | +$333K | 0.98% | 17 |
|
|
2021
Q2 | $2.07M | Buy |
11,573
+1,902
| +20% | +$340K | 0.85% | 23 |
|
|
2021
Q1 | $1.63M | Buy |
9,671
+4,971
| +106% | +$835K | 0.85% | 25 |
|
|
2020
Q4 | $756K | Buy |
+4,700
| New | +$756K | 0.72% | 34 |
|