Lee Capital Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.46M | Hold |
52,996
| – | – | 1.1% | 35 |
|
|
2017
Q4 | $1.48M | Sell |
52,996
-14,790
| -22% | -$413K | 1.26% | 31 |
|
|
2017
Q3 | $1.75M | Buy |
67,786
+5,395
| +9% | +$140K | 1.42% | 27 |
|
|
2017
Q2 | $1.54M | Buy |
62,391
+615
| +1% | +$15.2K | 1.37% | 30 |
|
|
2017
Q1 | $1.47M | Hold |
61,776
| – | – | 1.31% | 33 |
|
|
2016
Q4 | $1.44M | Buy |
+61,776
| New | +$1.44M | 1.35% | 26 |
|