Lenox Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$57K Buy
2021
Q3
Sell
2021
Q2
$12K Buy
2021
Q1
Sell
2020
Q4
$58K Sell
2020
Q3
$57K Buy
2020
Q2
$47K Hold
2020
Q1
$36K Buy
2016
Q2
Sell
2016
Q1
$52K Buy
2014
Q1
Sell
2013
Q4
$30K Buy
2013
Q3
$16K Buy