Lee Capital Holdings’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-35,331
| Closed | -$3.24M | – | 80 |
|
|
2019
Q4 | $3.24M | Hold |
35,331
| – | – | 2.99% | 5 |
|
|
2019
Q3 | $2.85M | Sell |
35,331
-11,610
| -25% | -$935K | 2.66% | 6 |
|
|
2019
Q2 | $3.66M | Sell |
46,941
-4,860
| -9% | -$379K | 3.92% | 4 |
|
|
2019
Q1 | $3.83M | Buy |
+51,801
| New | +$3.83M | 4.26% | 2 |
|
|
2018
Q4 | – | Sell |
-32,897
| Closed | -$2.48M | – | 68 |
|
|
2018
Q3 | $2.48M | Buy |
+32,897
| New | +$2.48M | 1.78% | 21 |
|