Lee Capital Holdings’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-47,347
| Closed | -$1.83M | – | 82 |
|
|
2019
Q4 | $1.83M | Hold |
47,347
| – | – | 1.69% | 27 |
|
|
2019
Q3 | $1.86M | Buy |
47,347
+10,848
| +30% | +$427K | 1.74% | 24 |
|
|
2019
Q2 | $1.34M | Sell |
36,499
-4,144
| -10% | -$152K | 1.43% | 30 |
|
|
2019
Q1 | $1.47M | Buy |
+40,643
| New | +$1.47M | 1.64% | 26 |
|
|
2018
Q4 | – | Sell |
-28,289
| Closed | -$923K | – | 70 |
|
|
2018
Q3 | $923K | Sell |
28,289
-9,955
| -26% | -$325K | 0.66% | 55 |
|
|
2018
Q2 | $1.25M | Buy |
+38,244
| New | +$1.25M | 0.88% | 46 |
|