LFGH
XLK icon

Lee Financial Group Hawaii’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lee Financial Group Hawaii’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-17,320
Closed -$1.13M – 43
2020
Q4 		$1.13M Buy
17,320
+2,786
+19% +$170K 0.95% 19
2020
Q3 		$848K Sell
14,534
-99,290
-87% -$5.61M 0.7% 25
2020
Q2 		$5.95M Sell
113,824
-400
-0.4% -$18.8K 5.12% 5
2020
Q1 		$4.59M Sell
114,224
-1,758
-2% -$80.2K 5.26% 7
2019
Q4 		$5.32M Buy
115,982
+49,098
+73% +$2.1M 4.2% 7
2019
Q3 		$2.69M Sell
66,884
-52,368
-44% -$2.1M 2.4% 16
2019
Q2 		$4.65M Buy
119,252
+110,624
+1,282% +$4.22M 3.98% 8
2019
Q1 		$319K Buy
+8,628
New +$295K 0.3% 28

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Truist Financial
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