Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,200
| Closed | -$95K | – | 362 |
|
|
2015
Q3 | $95K | Hold |
2,200
| – | – | 0.05% | 98 |
|
|
2015
Q2 | $91K | Hold |
2,200
| – | – | 0.04% | 112 |
|
|
2015
Q1 | $98K | Hold |
2,200
| – | – | 0.05% | 110 |
|
|
2014
Q4 | $104K | Hold |
2,200
| – | – | 0.05% | 94 |
|
|
2014
Q3 | $93K | Hold |
2,200
| – | – | 0.05% | 101 |
|
|
2014
Q2 | $97K | Hold |
2,200
| – | – | 0.05% | 94 |
|
|
2014
Q1 | $91K | Hold |
2,200
| – | – | 0.05% | 98 |
|
|
2013
Q4 | $84K | Hold |
2,200
| – | – | 0.05% | 89 |
|
|
2013
Q3 | $82K | Hold |
2,200
| – | – | 0.05% | 87 |
|
|
2013
Q2 | $83K | Buy |
+2,200
| New | +$83K | 0.06% | 77 |
|