Lee Capital Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.09M | Hold |
20,607
| – | – | 0.82% | 45 |
|
|
2017
Q4 | $1.17M | Sell |
20,607
-4,461
| -18% | -$254K | 1% | 39 |
|
|
2017
Q3 | $1.35M | Buy |
25,068
+2,096
| +9% | +$113K | 1.1% | 43 |
|
|
2017
Q2 | $1.26M | Buy |
22,972
+222
| +1% | +$12.2K | 1.12% | 36 |
|
|
2017
Q1 | $1.24M | Hold |
22,750
| – | – | 1.11% | 42 |
|
|
2016
Q4 | $1.18M | Buy |
+22,750
| New | +$1.18M | 1.11% | 34 |
|