Lehman Financial Resources’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,557
| Closed | -$90K | – | 361 |
|
|
2015
Q3 | $90K | Buy |
4,557
+3,418
| +300% | +$67.5K | 0.05% | 104 |
|
|
2015
Q2 | $24K | Hold |
1,139
| – | – | 0.01% | 242 |
|
|
2015
Q1 | $24K | Hold |
1,139
| – | – | 0.01% | 234 |
|
|
2014
Q4 | $25K | Hold |
1,139
| – | – | 0.01% | 214 |
|
|
2014
Q3 | $23K | Hold |
1,139
| – | – | 0.01% | 223 |
|
|
2014
Q2 | $23K | Hold |
1,139
| – | – | 0.01% | 219 |
|
|
2014
Q1 | $22K | Hold |
1,139
| – | – | 0.01% | 214 |
|
|
2013
Q4 | $22K | Hold |
1,139
| – | – | 0.01% | 211 |
|
|
2013
Q3 | $20K | Hold |
1,139
| – | – | 0.01% | 209 |
|
|
2013
Q2 | $19K | Buy |
+1,139
| New | +$19K | 0.01% | 184 |
|