Lehman & Derafelo Financial Resources’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.79M | Sell |
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|
2022
Q3 | $1.5M | Hold |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.29M | Hold |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $909K | Buy |
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|
2020
Q3 | $426K | Hold |
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|
2020
Q2 | $539K | Sell |
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|
2020
Q1 | $500K | Sell |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $1.26M | Buy |
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|
2018
Q4 | $1.01M | Buy |
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