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 |
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|
2023
Q1 | $626K | Sell |
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|
2022
Q4 | $561K | Sell |
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|
2022
Q3 | $762K | Buy |
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|
2022
Q2 | $716K | Sell |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.86M | Buy |
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|
2021
Q3 | $2.41M | Buy |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $756K | Buy |
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