Lenox Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$17K Hold
2021
Q4
$16K Hold
2021
Q3
$14K Sell
2021
Q2
$18K Buy
2020
Q3
Sell
2020
Q2
$11K Hold
2020
Q1
$11K Buy