Lee Capital Holdings’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-29,689
| Closed | -$1.78M | – | 76 |
|
|
2019
Q4 | $1.78M | Hold |
29,689
| – | – | 1.65% | 28 |
|
|
2019
Q3 | $1.76M | Buy |
29,689
+4,934
| +20% | +$292K | 1.64% | 28 |
|
|
2019
Q2 | $1.58M | Sell |
24,755
-1,786
| -7% | -$114K | 1.69% | 26 |
|
|
2019
Q1 | $1.76M | Sell |
26,541
-50,431
| -66% | -$3.33M | 1.95% | 22 |
|
|
2018
Q4 | $4.41M | Buy |
76,972
+61,103
| +385% | +$3.5M | 6.6% | 2 |
|
|
2018
Q3 | $1.2M | Sell |
15,869
-4,863
| -23% | -$368K | 0.86% | 43 |
|
|
2018
Q2 | $1.57M | Buy |
+20,732
| New | +$1.57M | 1.11% | 37 |
|