Lenox Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $25K | Sell |
437
-271
| -38% | -$15.5K | 0.01% | 330 |
|
|
2020
Q1 | $38K | Sell |
708
-922
| -57% | -$49.5K | 0.01% | 267 |
|
|
2019
Q4 | $103K | Sell |
1,630
-172
| -10% | -$10.9K | 0.03% | 215 |
|
|
2019
Q3 | $110K | Buy |
1,802
+652
| +57% | +$39.8K | 0.03% | 199 |
|
|
2019
Q2 | $66K | Buy |
1,150
+53
| +5% | +$3.04K | 0.02% | 224 |
|
|
2019
Q1 | $62K | Buy |
1,097
+1,028
| +1,490% | +$58.1K | 0.02% | 229 |
|
|
2018
Q4 | $2K | Sell |
69
-2,728
| -98% | -$79.1K | ﹤0.01% | 575 |
|
|
2018
Q3 | $162K | Buy |
+2,797
| New | +$162K | 0.05% | 159 |
|