Lehman & Derafelo Financial Resources’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-176
| Closed | -$15K | – | 206 |
|
|
2022
Q3 | $15K | Hold |
176
| – | – | ﹤0.01% | 156 |
|
|
2022
Q2 | $15K | Buy |
+176
| New | +$15K | ﹤0.01% | 161 |
|
|
2021
Q4 | – | Sell |
-176
| Closed | -$17K | – | 197 |
|
|
2021
Q3 | $17K | Hold |
176
| – | – | 0.01% | 160 |
|
|
2021
Q2 | $18K | Hold |
176
| – | – | ﹤0.01% | 183 |
|
|
2021
Q1 | $17K | Hold |
176
| – | – | ﹤0.01% | 182 |
|
|
2020
Q4 | $16K | Hold |
176
| – | – | ﹤0.01% | 184 |
|
|
2020
Q3 | $14K | Hold |
176
| – | – | ﹤0.01% | 185 |
|
|
2020
Q2 | $12K | Hold |
176
| – | – | ﹤0.01% | 177 |
|
|
2020
Q1 | $10K | Hold |
176
| – | – | ﹤0.01% | 159 |
|
|
2019
Q4 | $14K | Hold |
176
| – | – | 0.01% | 169 |
|
|
2019
Q3 | $14K | Sell |
176
-663
| -79% | -$52.7K | 0.01% | 157 |
|
|
2019
Q2 | $65K | Hold |
839
| – | – | 0.03% | 115 |
|
|
2019
Q1 | $63K | Hold |
839
| – | – | 0.03% | 118 |
|
|
2018
Q4 | $54K | Buy |
+839
| New | +$54K | 0.03% | 110 |
|