Lenox Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-270
| Closed | -$21K | – | 1021 |
|
|
2021
Q4 | $21K | Buy |
270
+120
| +80% | +$9.33K | ﹤0.01% | 389 |
|
|
2021
Q3 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 477 |
|
|
2020
Q4 | – | Sell |
-40
| Closed | -$3K | – | 688 |
|
|
2020
Q3 | $3K | Sell |
40
-303
| -88% | -$22.7K | ﹤0.01% | 494 |
|
|
2020
Q2 | $20K | Hold |
343
| – | – | ﹤0.01% | 296 |
|
|
2020
Q1 | $19K | Buy |
+343
| New | +$19K | ﹤0.01% | 274 |
|