Lenox Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$37K Buy
2020
Q1
$10K Sell
2019
Q4
$107K Sell
2019
Q3
$111K Buy
2019
Q2
$68K Buy
2019
Q1
$64K Sell
2018
Q4
$67K Sell
2018
Q3
$205K Buy
2017
Q4
Sell
2017
Q3
$9K Hold
2017
Q2
$10K Buy