Lee Capital Holdings’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,272
| Closed | -$205K | – | 115 |
|
|
2020
Q4 | $205K | Buy |
+1,272
| New | +$205K | 0.12% | 81 |
|
|
2020
Q1 | – | Sell |
-18,026
| Closed | -$2.26M | – | 85 |
|
|
2019
Q4 | $2.26M | Hold |
18,026
| – | – | 2.09% | 16 |
|
|
2019
Q3 | $2.18M | Sell |
18,026
-669
| -4% | -$80.8K | 2.03% | 15 |
|
|
2019
Q2 | $2.23M | Sell |
18,695
-1,857
| -9% | -$221K | 2.38% | 15 |
|
|
2019
Q1 | $2.34M | Buy |
+20,552
| New | +$2.34M | 2.6% | 12 |
|
|
2018
Q4 | – | Sell |
-13,087
| Closed | -$1.53M | – | 71 |
|
|
2018
Q3 | $1.53M | Sell |
13,087
-6,946
| -35% | -$814K | 1.1% | 33 |
|
|
2018
Q2 | $2.19M | Buy |
+20,033
| New | +$2.19M | 1.55% | 24 |
|