Lenox Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $40K | Hold |
725
| – | – | 0.01% | 282 |
|
|
2020
Q1 | $32K | Sell |
725
-1,586
| -69% | -$70K | 0.01% | 284 |
|
|
2019
Q4 | $142K | Sell |
2,311
-717
| -24% | -$44.1K | 0.04% | 177 |
|
|
2019
Q3 | $176K | Buy |
3,028
+1,090
| +56% | +$63.4K | 0.05% | 154 |
|
|
2019
Q2 | $113K | Buy |
1,938
+1,500
| +342% | +$87.5K | 0.03% | 179 |
|
|
2019
Q1 | $24K | Buy |
+438
| New | +$24K | 0.01% | 335 |
|
|
2018
Q4 | – | Sell |
-14
| Closed | -$1K | – | 689 |
|
|
2018
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 623 |
|