Lehman & Derafelo Financial Resources’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,390
| Closed | -$91K | – | 210 |
|
|
2022
Q3 | $91K | Hold |
1,390
| – | – | 0.03% | 105 |
|
|
2022
Q2 | $97K | Buy |
+1,390
| New | +$97K | 0.03% | 110 |
|
|
2021
Q4 | – | Sell |
-1,390
| Closed | -$89K | – | 201 |
|
|
2021
Q3 | $89K | Hold |
1,390
| – | – | 0.03% | 119 |
|
|
2021
Q2 | $88K | Hold |
1,390
| – | – | 0.02% | 138 |
|
|
2021
Q1 | $89K | Sell |
1,390
-400
| -22% | -$25.6K | 0.03% | 135 |
|
|
2020
Q4 | $112K | Hold |
1,790
| – | – | 0.03% | 127 |
|
|
2020
Q3 | $106K | Hold |
1,790
| – | – | 0.03% | 113 |
|
|
2020
Q2 | $101K | Hold |
1,790
| – | – | 0.04% | 105 |
|
|
2020
Q1 | $99K | Hold |
1,790
| – | – | 0.04% | 99 |
|
|
2019
Q4 | $116K | Hold |
1,790
| – | – | 0.04% | 114 |
|
|
2019
Q3 | $116K | Hold |
1,790
| – | – | 0.04% | 107 |
|
|
2019
Q2 | $109K | Hold |
1,790
| – | – | 0.04% | 107 |
|
|
2019
Q1 | $104K | Hold |
1,790
| – | – | 0.04% | 104 |
|
|
2018
Q4 | $95K | Buy |
+1,790
| New | +$95K | 0.05% | 101 |
|