Lee Capital Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $960K | Hold |
14,240
| – | – | 0.73% | 51 |
|
|
2017
Q4 | $1.03M | Buy |
+14,240
| New | +$1.03M | 0.88% | 44 |
|
|
2017
Q3 | – | Sell |
-14,116
| Closed | -$916K | – | 86 |
|
|
2017
Q2 | $916K | Buy |
14,116
+153
| +1% | +$9.93K | 0.82% | 48 |
|
|
2017
Q1 | $976K | Hold |
13,963
| – | – | 0.87% | 51 |
|
|
2016
Q4 | $1.05M | Buy |
+13,963
| New | +$1.05M | 0.99% | 39 |
|