Lenox Wealth Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $36K | Buy |
678
+352
| +108% | +$18.7K | 0.01% | 294 |
|
|
2020
Q1 | $14K | Sell |
326
-1,452
| -82% | -$62.4K | ﹤0.01% | 360 |
|
|
2019
Q4 | $95K | Sell |
1,778
-284
| -14% | -$15.2K | 0.03% | 226 |
|
|
2019
Q3 | $102K | Buy |
2,062
+745
| +57% | +$36.9K | 0.03% | 207 |
|
|
2019
Q2 | $64K | Buy |
1,317
+326
| +33% | +$15.8K | 0.02% | 227 |
|
|
2019
Q1 | $46K | Buy |
991
+689
| +228% | +$32K | 0.01% | 247 |
|
|
2018
Q4 | $30K | Sell |
302
-1,627
| -84% | -$162K | 0.01% | 245 |
|
|
2018
Q3 | $226K | Buy |
+1,929
| New | +$226K | 0.07% | 135 |
|