Lenox Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $10K | Sell |
151
-4
| -3% | -$265 | ﹤0.01% | 440 |
|
|
2020
Q1 | $9K | Sell |
155
-1,098
| -88% | -$63.8K | ﹤0.01% | 410 |
|
|
2019
Q4 | $102K | Sell |
1,253
-81
| -6% | -$6.59K | 0.03% | 216 |
|
|
2019
Q3 | $103K | Buy |
1,334
+533
| +67% | +$41.2K | 0.03% | 204 |
|
|
2019
Q2 | $62K | Sell |
801
-24
| -3% | -$1.86K | 0.02% | 229 |
|
|
2019
Q1 | $62K | Sell |
825
-484
| -37% | -$36.4K | 0.02% | 228 |
|
|
2018
Q4 | $66K | Sell |
1,309
-2,856
| -69% | -$144K | 0.02% | 193 |
|
|
2018
Q3 | $225K | Buy |
+4,165
| New | +$225K | 0.07% | 136 |
|