Lee Capital Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.39M | Hold |
17,126
| – | – | 1.05% | 37 |
|
|
2017
Q4 | $1.42M | Sell |
17,126
-4,229
| -20% | -$350K | 1.2% | 35 |
|
|
2017
Q3 | $1.75M | Buy |
21,355
+1,102
| +5% | +$90K | 1.41% | 28 |
|
|
2017
Q2 | $1.61M | Buy |
20,253
+191
| +1% | +$15.1K | 1.43% | 28 |
|
|
2017
Q1 | $1.49M | Hold |
20,062
| – | – | 1.33% | 32 |
|
|
2016
Q4 | $1.38M | Buy |
+20,062
| New | +$1.38M | 1.3% | 27 |
|