Lehman & Derafelo Financial Resources’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,300
| Closed | -$87K | – | 208 |
|
|
2022
Q3 | $87K | Hold |
1,300
| – | – | 0.03% | 109 |
|
|
2022
Q2 | $94K | Buy |
+1,300
| New | +$94K | 0.03% | 111 |
|
|
2021
Q4 | – | Sell |
-1,418
| Closed | -$98K | – | 199 |
|
|
2021
Q3 | $98K | Hold |
1,418
| – | – | 0.03% | 116 |
|
|
2021
Q2 | $99K | Hold |
1,418
| – | – | 0.03% | 137 |
|
|
2021
Q1 | $97K | Hold |
1,418
| – | – | 0.03% | 133 |
|
|
2020
Q4 | $96K | Hold |
1,418
| – | – | 0.03% | 134 |
|
|
2020
Q3 | $91K | Hold |
1,418
| – | – | 0.03% | 117 |
|
|
2020
Q2 | $83K | Buy |
1,418
+118
| +9% | +$6.91K | 0.03% | 112 |
|
|
2020
Q1 | $71K | Buy |
+1,300
| New | +$71K | 0.03% | 107 |
|
|
2019
Q3 | – | Sell |
-155
| Closed | -$9K | – | 205 |
|
|
2019
Q2 | $9K | Hold |
155
| – | – | ﹤0.01% | 157 |
|
|
2019
Q1 | $9K | Hold |
155
| – | – | ﹤0.01% | 157 |
|
|
2018
Q4 | $8K | Buy |
+155
| New | +$8K | ﹤0.01% | 147 |
|