Lehman & Derafelo Financial Resources’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-502
| Closed | -$49K | – | 241 |
|
|
2020
Q1 | $49K | Hold |
502
| – | – | 0.02% | 113 |
|
|
2019
Q4 | $63K | Hold |
502
| – | – | 0.02% | 126 |
|
|
2019
Q3 | $61K | Hold |
502
| – | – | 0.02% | 120 |
|
|
2019
Q2 | $61K | Hold |
502
| – | – | 0.02% | 119 |
|
|
2019
Q1 | $57K | Hold |
502
| – | – | 0.02% | 121 |
|
|
2018
Q4 | $50K | Buy |
+502
| New | +$50K | 0.02% | 112 |
|