Lenox Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $17K | Hold |
220
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $16K | Hold |
220
| – | – | ﹤0.01% | 440 |
|
|
2021
Q3 | $14K | Sell |
220
-64
| -23% | -$4.07K | ﹤0.01% | 429 |
|
|
2021
Q2 | $18K | Buy |
+284
| New | +$18K | ﹤0.01% | 385 |
|
|
2020
Q3 | – | Sell |
-195
| Closed | -$11K | – | 659 |
|
|
2020
Q2 | $11K | Hold |
195
| – | – | ﹤0.01% | 369 |
|
|
2020
Q1 | $11K | Buy |
+195
| New | +$11K | ﹤0.01% | 334 |
|