LA
Lynch & Associates’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
3,982
| – | – | 0.07% | 112 |
|
|
2025
Q1 | $325K | Hold |
3,982
| – | – | 0.07% | 106 |
|
|
2024
Q4 | $313K | Hold |
3,982
| – | – | 0.07% | 107 |
|
|
2024
Q3 | $331K | Hold |
3,982
| – | – | 0.07% | 107 |
|
|
2024
Q2 | $305K | Hold |
3,982
| – | – | 0.07% | 107 |
|
|
2024
Q1 | $304K | Sell |
3,982
-200
| -5% | -$15.3K | 0.07% | 107 |
|
|
2023
Q4 | $301K | Hold |
4,182
| – | – | 0.07% | 100 |
|
|
2023
Q3 | $288K | Hold |
4,182
| – | – | 0.08% | 99 |
|
|
2023
Q2 | $310K | Sell |
4,182
-42
| -1% | -$3.12K | 0.08% | 92 |
|
|
2023
Q1 | $316K | Buy |
4,224
+24
| +0.6% | +$1.79K | 0.08% | 91 |
|
|
2022
Q4 | $313K | Hold |
4,200
| – | – | 0.08% | 91 |
|
|
2022
Q3 | $280K | Hold |
4,200
| – | – | 0.08% | 91 |
|
|
2022
Q2 | $303K | Sell |
4,200
-25
| -0.6% | -$1.8K | 0.08% | 88 |
|
|
2022
Q1 | $321K | Hold |
4,225
| – | – | 0.08% | 93 |
|
|
2021
Q4 | $326K | Hold |
4,225
| – | – | 0.08% | 92 |
|
|
2021
Q3 | $291K | Hold |
4,225
| – | – | 0.08% | 92 |
|
|
2021
Q2 | $296K | Hold |
4,225
| – | – | 0.08% | 92 |
|
|
2021
Q1 | $289K | Hold |
4,225
| – | – | 0.08% | 92 |
|
|
2020
Q4 | $285K | Hold |
4,225
| – | – | 0.08% | 94 |
|
|
2020
Q3 | $271K | Hold |
4,225
| – | – | 0.08% | 91 |
|
|
2020
Q2 | $248K | Hold |
4,225
| – | – | 0.08% | 91 |
|
|
2020
Q1 | $230K | Hold |
4,225
| – | – | 0.08% | 91 |
|
|
2019
Q4 | $266K | Hold |
4,225
| – | – | 0.08% | 90 |
|
|
2019
Q3 | $259K | Hold |
4,225
| – | – | 0.08% | 90 |
|
|
2019
Q2 | $245K | Hold |
4,225
| – | – | 0.08% | 90 |
|
|
2019
Q1 | $237K | Sell |
4,225
-75
| -2% | -$4.21K | 0.08% | 87 |
|
|
2018
Q4 | $218K | Hold |
4,300
| – | – | 0.08% | 88 |
|
|
2018
Q3 | $232K | Hold |
4,300
| – | – | 0.08% | 91 |
|
|
2018
Q2 | $222K | Sell |
4,300
-225
| -5% | -$11.6K | 0.08% | 91 |
|
|
2018
Q1 | $238K | Buy |
4,525
+225
| +5% | +$11.8K | 0.09% | 91 |
|
|
2017
Q4 | $245K | Hold |
4,300
| – | – | 0.09% | 88 |
|
|
2017
Q3 | $232K | Hold |
4,300
| – | – | 0.09% | 90 |
|
|
2017
Q2 | $236K | Sell |
4,300
-196
| -4% | -$10.8K | 0.09% | 94 |
|
|
2017
Q1 | $245K | Buy |
4,496
+196
| +5% | +$10.7K | 0.1% | 91 |
|
|
2016
Q4 | $222K | Sell |
4,300
-250
| -5% | -$12.9K | 0.09% | 96 |
|
|
2016
Q3 | $242K | Buy |
4,550
+250
| +6% | +$13.3K | 0.11% | 92 |
|
|
2016
Q2 | $237K | Hold |
4,300
| – | – | 0.11% | 96 |
|
|
2016
Q1 | $228K | Sell |
4,300
-375
| -8% | -$19.9K | 0.11% | 99 |
|
|
2015
Q4 | $236K | Hold |
4,675
| – | – | 0.12% | 98 |
|
|
2015
Q3 | $221K | Hold |
4,675
| – | – | 0.12% | 96 |
|
|
2015
Q2 | $223K | Hold |
4,675
| – | – | 0.12% | 99 |
|
|
2015
Q1 | $228K | Sell |
4,675
-3,485
| -43% | -$170K | 0.12% | 95 |
|
|
2014
Q4 | $396K | Sell |
8,160
-725
| -8% | -$35.2K | 0.21% | 74 |
|
|
2014
Q3 | $401K | Buy |
8,885
+285
| +3% | +$12.9K | 0.23% | 74 |
|
|
2014
Q2 | $384K | Buy |
8,600
+475
| +6% | +$21.2K | 0.22% | 75 |
|
|
2014
Q1 | $350K | Sell |
8,125
-330
| -4% | -$14.2K | 0.21% | 77 |
|
|
2013
Q4 | $363K | Hold |
8,455
| – | – | 0.22% | 76 |
|
|
2013
Q3 | $337K | Buy |
8,455
+1,230
| +17% | +$49K | 0.22% | 79 |
|
|
2013
Q2 | $287K | Buy |
+7,225
| New | +$287K | 0.2% | 86 |
|