Lenox Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$36K Sell
2021
Q4
$76K Hold
2021
Q3
$66K Buy
2019
Q1
Sell
2018
Q4
$3K Buy
2016
Q4
Sell
2016
Q3
$201K Hold
2016
Q2
$196K Hold
2016
Q1
$199K Hold
2015
Q4
$196K Buy