Lee Capital Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $741K | Hold |
14,663
| – | – | 0.56% | 63 |
|
|
2017
Q4 | $772K | Sell |
14,663
-3,527
| -19% | -$186K | 0.66% | 52 |
|
|
2017
Q3 | $965K | Buy |
18,190
+1,044
| +6% | +$55.4K | 0.78% | 51 |
|
|
2017
Q2 | $891K | Buy |
17,146
+162
| +1% | +$8.42K | 0.79% | 50 |
|
|
2017
Q1 | $871K | Hold |
16,984
| – | – | 0.78% | 57 |
|
|
2016
Q4 | $825K | Buy |
+16,984
| New | +$825K | 0.78% | 51 |
|