Lenox Wealth Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $27K | Hold |
400
| – | – | ﹤0.01% | 341 |
|
|
2021
Q4 | $31K | Hold |
400
| – | – | ﹤0.01% | 332 |
|
|
2021
Q3 | $32K | Buy |
+400
| New | +$32K | ﹤0.01% | 298 |
|
|
2020
Q3 | – | Sell |
-545
| Closed | -$29K | – | 658 |
|
|
2020
Q2 | $29K | Buy |
545
+102
| +23% | +$5.43K | ﹤0.01% | 239 |
|
|
2020
Q1 | $20K | Buy |
+443
| New | +$20K | ﹤0.01% | 266 |
|