Lenox Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $36K | Sell |
200
-170
| -46% | -$30.6K | ﹤0.01% | 285 |
|
|
2021
Q4 | $76K | Hold |
370
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $66K | Buy |
+370
| New | +$66K | 0.01% | 202 |
|
|
2019
Q1 | – | Sell |
-26
| Closed | -$3K | – | 632 |
|
|
2018
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 327 |
|
|
2016
Q4 | – | Sell |
-2,510
| Closed | -$201K | – | 198 |
|
|
2016
Q3 | $201K | Hold |
2,510
| – | – | 0.06% | 35 |
|
|
2016
Q2 | $196K | Hold |
2,510
| – | – | 0.06% | 38 |
|
|
2016
Q1 | $199K | Hold |
2,510
| – | – | 0.06% | 38 |
|
|
2015
Q4 | $196K | Buy |
+2,510
| New | +$196K | 0.06% | 36 |
|