Lehman & Derafelo Financial Resources’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-800
| Closed | -$24K | – | 205 |
|
|
2022
Q3 | $24K | Hold |
800
| – | – | 0.01% | 143 |
|
|
2022
Q2 | $25K | Buy |
+800
| New | +$25K | 0.01% | 147 |
|
|
2021
Q4 | – | Sell |
-800
| Closed | -$30K | – | 196 |
|
|
2021
Q3 | $30K | Hold |
800
| – | – | 0.01% | 145 |
|
|
2021
Q2 | $29K | Hold |
800
| – | – | 0.01% | 167 |
|
|
2021
Q1 | $27K | Hold |
800
| – | – | 0.01% | 167 |
|
|
2020
Q4 | $24K | Buy |
+800
| New | +$24K | 0.01% | 168 |
|
|
2020
Q1 | – | Sell |
-77,338
| Closed | -$2.38M | – | 217 |
|
|
2019
Q4 | $2.38M | Sell |
77,338
-3,281
| -4% | -$101K | 0.85% | 27 |
|
|
2019
Q3 | $2.26M | Hold |
80,619
| – | – | 0.86% | 25 |
|
|
2019
Q2 | $2.27M | Hold |
80,619
| – | – | 0.93% | 23 |
|
|
2019
Q1 | $2.07M | Sell |
80,619
-1,256
| -2% | -$32.3K | 0.89% | 24 |
|
|
2018
Q4 | $1.95M | Buy |
+81,875
| New | +$1.95M | 0.97% | 22 |
|