Lee Capital Holdings’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-84,395
| Closed | -$2.6M | – | 78 |
|
|
2019
Q4 | $2.6M | Hold |
84,395
| – | – | 2.4% | 11 |
|
|
2019
Q3 | $2.36M | Sell |
84,395
-4,409
| -5% | -$123K | 2.21% | 10 |
|
|
2019
Q2 | $2.45M | Sell |
88,804
-11,372
| -11% | -$314K | 2.62% | 13 |
|
|
2019
Q1 | $2.58M | Buy |
+100,176
| New | +$2.58M | 2.86% | 9 |
|
|
2018
Q4 | – | Sell |
-61,025
| Closed | -$1.68M | – | 66 |
|
|
2018
Q3 | $1.68M | Sell |
61,025
-20,024
| -25% | -$552K | 1.21% | 30 |
|
|
2018
Q2 | $2.16M | Buy |
+81,049
| New | +$2.16M | 1.52% | 25 |
|