Lynch & Associates’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
|
|||||
2025
Q1 | $209K | Buy |
|
|||||
2024
Q3 | – | Sell |
|
|||||
2024
Q2 | $204K | Hold |
|
|||||
2024
Q1 | $211K | Buy |
|
|||||
2020
Q1 | – | Sell |
|
|||||
2019
Q4 | $211K | Buy |
|
|||||
2017
Q2 | – | Sell |
|
|||||
2017
Q1 | $222K | Buy |
|
|||||
2016
Q4 | $230K | Hold |
|
|||||
2016
Q3 | $215K | Hold |
|
|||||
2016
Q2 | $208K | Buy |
|
|||||
2015
Q3 | – | Sell |
|
|||||
2015
Q2 | $250K | Hold |
|
|||||
2015
Q1 | $258K | Sell |
|
|||||
2014
Q4 | $369K | Sell |
|
|||||
2014
Q3 | $504K | Buy |
|
|||||
2014
Q2 | $533K | Buy |
|
|||||
2014
Q1 | $444K | Buy |
|
|||||
2013
Q4 | $414K | Hold |
|
|||||
2013
Q3 | $387K | Buy |
|
|||||
2013
Q2 | $366K | Buy |
|