Lenox Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $8K | Sell |
|
|||||
|
2020
Q1 | $40K | Sell |
|
|||||
|
2019
Q4 | $104K | Sell |
|
|||||
|
2019
Q3 | $115K | Buy |
|
|||||
|
2019
Q2 | $73K | Hold |
|
|||||
|
2019
Q1 | $72K | Buy |
|
|||||
|
2018
Q4 | $13K | Sell |
|
|||||
|
2018
Q3 | $224K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $53K | Buy |
|
|||||
|
2017
Q3 | $18K | Hold |
|
|||||
|
2017
Q2 | $19K | Buy |
|