LA
Lynch & Associates’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,235
| Closed | -$209K | – | 126 |
|
|
2025
Q1 | $209K | Buy |
+2,235
| New | +$209K | 0.05% | 116 |
|
|
2024
Q3 | – | Sell |
-2,235
| Closed | -$204K | – | 120 |
|
|
2024
Q2 | $204K | Hold |
2,235
| – | – | 0.05% | 116 |
|
|
2024
Q1 | $211K | Buy |
+2,235
| New | +$211K | 0.05% | 117 |
|
|
2020
Q1 | – | Sell |
-3,509
| Closed | -$211K | – | 102 |
|
|
2019
Q4 | $211K | Buy |
+3,509
| New | +$211K | 0.06% | 96 |
|
|
2017
Q2 | – | Sell |
-3,173
| Closed | -$222K | – | 102 |
|
|
2017
Q1 | $222K | Buy |
3,173
+123
| +4% | +$8.61K | 0.09% | 95 |
|
|
2016
Q4 | $230K | Hold |
3,050
| – | – | 0.1% | 94 |
|
|
2016
Q3 | $215K | Hold |
3,050
| – | – | 0.09% | 98 |
|
|
2016
Q2 | $208K | Buy |
+3,050
| New | +$208K | 0.09% | 103 |
|
|
2015
Q3 | – | Sell |
-3,325
| Closed | -$250K | – | 111 |
|
|
2015
Q2 | $250K | Hold |
3,325
| – | – | 0.13% | 95 |
|
|
2015
Q1 | $258K | Sell |
3,325
-1,340
| -29% | -$104K | 0.14% | 92 |
|
|
2014
Q4 | $369K | Sell |
4,665
-895
| -16% | -$70.8K | 0.2% | 78 |
|
|
2014
Q3 | $504K | Buy |
5,560
+235
| +4% | +$21.3K | 0.28% | 72 |
|
|
2014
Q2 | $533K | Buy |
5,325
+340
| +7% | +$34K | 0.3% | 68 |
|
|
2014
Q1 | $444K | Buy |
4,985
+313
| +7% | +$27.9K | 0.26% | 71 |
|
|
2013
Q4 | $414K | Hold |
4,672
| – | – | 0.25% | 74 |
|
|
2013
Q3 | $387K | Buy |
4,672
+1
| +0% | +$83 | 0.26% | 75 |
|
|
2013
Q2 | $366K | Buy |
+4,671
| New | +$366K | 0.25% | 80 |
|