Lynch & Associates’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $312K | Hold |
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|
2025
Q2 | $322K | Hold |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $313K | Hold |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $303K | Sell |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $326K | Hold |
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|
2021
Q3 | $291K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $289K | Hold |
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|
2020
Q4 | $285K | Hold |
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|
2020
Q3 | $271K | Hold |
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|
2020
Q2 | $248K | Hold |
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|
2020
Q1 | $230K | Hold |
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|
2019
Q4 | $266K | Hold |
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|
2019
Q3 | $259K | Hold |
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|
2019
Q2 | $245K | Hold |
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|
2019
Q1 | $237K | Sell |
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|
2018
Q4 | $218K | Hold |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $238K | Buy |
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|
2017
Q4 | $245K | Hold |
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|
2017
Q3 | $232K | Hold |
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|
2017
Q2 | $236K | Sell |
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|
2017
Q1 | $245K | Buy |
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|
2016
Q4 | $222K | Sell |
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|
2016
Q3 | $242K | Buy |
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|
2016
Q2 | $237K | Hold |
|
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|
2016
Q1 | $228K | Sell |
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|
2015
Q4 | $236K | Hold |
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|
2015
Q3 | $221K | Hold |
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|
2015
Q2 | $223K | Hold |
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|
2015
Q1 | $228K | Sell |
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|
2014
Q4 | $396K | Sell |
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|
2014
Q3 | $401K | Buy |
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|
2014
Q2 | $384K | Buy |
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|
2014
Q1 | $350K | Sell |
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|
2013
Q4 | $363K | Hold |
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|
2013
Q3 | $337K | Buy |
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|
2013
Q2 | $287K | Buy |
|