Lee Capital Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.44M | Hold |
14,171
| – | – | 1.08% | 36 |
|
|
2017
Q4 | $1.4M | Sell |
14,171
-3,571
| -20% | -$353K | 1.19% | 36 |
|
|
2017
Q3 | $1.6M | Buy |
17,742
+1,333
| +8% | +$120K | 1.29% | 32 |
|
|
2017
Q2 | $1.47M | Buy |
16,409
+159
| +1% | +$14.3K | 1.31% | 32 |
|
|
2017
Q1 | $1.43M | Hold |
16,250
| – | – | 1.28% | 34 |
|
|
2016
Q4 | $1.32M | Buy |
+16,250
| New | +$1.32M | 1.24% | 28 |
|