Lehman & Derafelo Financial Resources’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-244
| Closed | -$29K | – | 207 |
|
|
2022
Q3 | $29K | Hold |
244
| – | – | 0.01% | 137 |
|
|
2022
Q2 | $31K | Buy |
+244
| New | +$31K | 0.01% | 141 |
|
|
2021
Q4 | – | Sell |
-244
| Closed | -$36K | – | 198 |
|
|
2021
Q3 | $36K | Hold |
244
| – | – | 0.01% | 138 |
|
|
2021
Q2 | $36K | Hold |
244
| – | – | 0.01% | 158 |
|
|
2021
Q1 | $32K | Hold |
244
| – | – | 0.01% | 160 |
|
|
2020
Q4 | $32K | Hold |
244
| – | – | 0.01% | 159 |
|
|
2020
Q3 | $28K | Sell |
244
-57
| -19% | -$6.54K | 0.01% | 154 |
|
|
2020
Q2 | $31K | Hold |
301
| – | – | 0.01% | 143 |
|
|
2020
Q1 | $24K | Buy |
301
+1
| +0.3% | +$80 | 0.01% | 133 |
|
|
2019
Q4 | $28K | Hold |
300
| – | – | 0.01% | 150 |
|
|
2019
Q3 | $24K | Hold |
300
| – | – | 0.01% | 143 |
|
|
2019
Q2 | $24K | Buy |
300
+1
| +0.3% | +$80 | 0.01% | 140 |
|
|
2019
Q1 | $22K | Hold |
299
| – | – | 0.01% | 142 |
|
|
2018
Q4 | $19K | Buy |
+299
| New | +$19K | 0.01% | 134 |
|