Lee Capital Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $782K | Hold |
13,733
| – | – | 0.59% | 60 |
|
|
2017
Q4 | $831K | Sell |
13,733
-3,885
| -22% | -$235K | 0.71% | 50 |
|
|
2017
Q3 | $1M | Buy |
17,618
+1,477
| +9% | +$83.9K | 0.81% | 48 |
|
|
2017
Q2 | $869K | Buy |
16,141
+158
| +1% | +$8.51K | 0.77% | 52 |
|
|
2017
Q1 | $838K | Hold |
15,983
| – | – | 0.75% | 58 |
|
|
2016
Q4 | $794K | Buy |
+15,983
| New | +$794K | 0.75% | 55 |
|