Lenox Wealth Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-200
| Closed | -$18K | – | 1020 |
|
|
2021
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 422 |
|
|
2021
Q3 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 402 |
|
|
2020
Q3 | – | Sell |
-124
| Closed | -$7K | – | 657 |
|
|
2020
Q2 | $7K | Hold |
124
| – | – | ﹤0.01% | 410 |
|
|
2020
Q1 | $6K | Buy |
+124
| New | +$6K | ﹤0.01% | 410 |
|