Lenox Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3K | Sell |
32
-218
| -87% | -$20.4K | ﹤0.01% | 626 |
|
|
2021
Q4 | $26K | Hold |
250
| – | – | ﹤0.01% | 354 |
|
|
2021
Q3 | $24K | Buy |
+250
| New | +$24K | ﹤0.01% | 338 |
|
|
2018
Q1 | – | Sell |
-1,713
| Closed | -$130K | – | 566 |
|
|
2017
Q4 | $130K | Buy |
+1,713
| New | +$130K | 0.04% | 64 |
|
|
2013
Q4 | – | Sell |
-214
| Closed | -$10K | – | 412 |
|
|
2013
Q3 | $10K | Buy |
+214
| New | +$10K | 0.01% | 104 |
|