LDFR
Lehman & Derafelo Financial Resources’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.79M | Sell |
20,441
-389
| -2% | -$34K | 0.53% | 29 |
|
|
2022
Q3 | $1.5M | Hold |
20,830
| – | – | 0.47% | 28 |
|
|
2022
Q2 | $1.49M | Sell |
20,830
-1,575
| -7% | -$113K | 0.46% | 31 |
|
|
2022
Q1 | $1.71M | Buy |
22,405
+790
| +4% | +$60.4K | 0.48% | 35 |
|
|
2021
Q4 | $1.2M | Sell |
21,615
-300
| -1% | -$16.7K | 0.36% | 45 |
|
|
2021
Q3 | $1.14M | Sell |
21,915
-1,970
| -8% | -$103K | 0.37% | 45 |
|
|
2021
Q2 | $1.29M | Hold |
23,885
| – | – | 0.35% | 44 |
|
|
2021
Q1 | $1.17M | Sell |
23,885
-100
| -0.4% | -$4.91K | 0.33% | 48 |
|
|
2020
Q4 | $909K | Buy |
23,985
+9,750
| +68% | +$370K | 0.27% | 54 |
|
|
2020
Q3 | $426K | Hold |
14,235
| – | – | 0.14% | 61 |
|
|
2020
Q2 | $539K | Sell |
14,235
-2,970
| -17% | -$112K | 0.19% | 55 |
|
|
2020
Q1 | $500K | Sell |
17,205
-310
| -2% | -$9.01K | 0.21% | 55 |
|
|
2019
Q4 | $1.05M | Sell |
17,515
-370
| -2% | -$22.2K | 0.38% | 46 |
|
|
2019
Q3 | $1.06M | Sell |
17,885
-1,350
| -7% | -$79.9K | 0.41% | 42 |
|
|
2019
Q2 | $1.21M | Buy |
19,235
+100
| +0.5% | +$6.31K | 0.5% | 35 |
|
|
2019
Q1 | $1.27M | Buy |
19,135
+1,600
| +9% | +$106K | 0.55% | 33 |
|
|
2018
Q4 | $1.01M | Buy |
+17,535
| New | +$1.01M | 0.5% | 34 |
|