Lehman & Derafelo Financial Resources’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $91K | Hold |
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|
2022
Q2 | $97K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $89K | Hold |
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|
2021
Q2 | $88K | Hold |
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|
2021
Q1 | $89K | Sell |
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|
2020
Q4 | $112K | Hold |
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|
2020
Q3 | $106K | Hold |
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|
2020
Q2 | $101K | Hold |
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|
2020
Q1 | $99K | Hold |
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|
2019
Q4 | $116K | Hold |
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|
2019
Q3 | $116K | Hold |
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|
2019
Q2 | $109K | Hold |
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|
2019
Q1 | $104K | Hold |
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|
2018
Q4 | $95K | Buy |
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