Lee Capital Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.28M | Hold |
34,847
| – | – | 1.72% | 20 |
|
|
2017
Q4 | $2.23M | Sell |
34,847
-9,412
| -21% | -$602K | 1.89% | 18 |
|
|
2017
Q3 | $2.62M | Buy |
44,259
+3,056
| +7% | +$181K | 2.12% | 9 |
|
|
2017
Q2 | $2.26M | Buy |
41,203
+398
| +1% | +$21.8K | 2.01% | 11 |
|
|
2017
Q1 | $2.18M | Sell |
40,805
-32,200
| -44% | -$1.72M | 1.94% | 13 |
|
|
2016
Q4 | $3.53M | Buy |
+73,005
| New | +$3.53M | 3.32% | 2 |
|