Lee Capital Holdings’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-27,782
| Closed | -$2.26M | – | 79 |
|
|
2019
Q4 | $2.26M | Hold |
27,782
| – | – | 2.09% | 15 |
|
|
2019
Q3 | $2.16M | Sell |
27,782
-332
| -1% | -$25.8K | 2.02% | 17 |
|
|
2019
Q2 | $2.18M | Sell |
28,114
-2,945
| -9% | -$228K | 2.33% | 16 |
|
|
2019
Q1 | $2.33M | Buy |
+31,059
| New | +$2.33M | 2.59% | 13 |
|
|
2018
Q4 | – | Sell |
-19,247
| Closed | -$1.51M | – | 67 |
|
|
2018
Q3 | $1.51M | Sell |
19,247
-6,821
| -26% | -$535K | 1.08% | 34 |
|
|
2018
Q2 | $1.87M | Buy |
+26,068
| New | +$1.87M | 1.32% | 29 |
|