Lynch & Associates’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $521K | Hold |
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|
2025
Q2 | $505K | Hold |
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|
2025
Q1 | $547K | Sell |
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|
2024
Q4 | $532K | Hold |
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|
2024
Q3 | $596K | Hold |
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|
2024
Q2 | $564K | Hold |
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|
2024
Q1 | $572K | Hold |
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|
2023
Q4 | $528K | Hold |
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|
2023
Q3 | $498K | Hold |
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|
2023
Q2 | $514K | Buy |
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|
2023
Q1 | $498K | Hold |
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|
2022
Q4 | $523K | Hold |
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|
2022
Q3 | $466K | Hold |
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|
2022
Q2 | $494K | Hold |
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|
2022
Q1 | $527K | Sell |
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|
2021
Q4 | $548K | Hold |
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|
2021
Q3 | $495K | Sell |
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|
2021
Q2 | $493K | Hold |
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|
2021
Q1 | $457K | Hold |
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|
2020
Q4 | $444K | Hold |
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|
2020
Q3 | $413K | Hold |
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|
2020
Q2 | $392K | Hold |
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|
2020
Q1 | $347K | Sell |
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|
2019
Q4 | $402K | Hold |
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|
2019
Q3 | $356K | Hold |
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|
2019
Q2 | $366K | Hold |
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|
2019
Q1 | $362K | Sell |
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|
2018
Q4 | $355K | Hold |
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|
2018
Q3 | $390K | Hold |
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|
2018
Q2 | $342K | Sell |
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|
2018
Q1 | $344K | Buy |
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|
2017
Q4 | $339K | Hold |
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|
2017
Q3 | $335K | Hold |
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|
2017
Q2 | $325K | Hold |
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|
2017
Q1 | $305K | Sell |
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|
2016
Q4 | $292K | Hold |
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|
2016
Q3 | $305K | Sell |
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|
2016
Q2 | $328K | Hold |
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|
2016
Q1 | $310K | Buy |
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|
2015
Q4 | $318K | Hold |
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|
2015
Q3 | $292K | Hold |
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|
2015
Q2 | $328K | Hold |
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|
2015
Q1 | $320K | Sell |
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|
2014
Q4 | $530K | Hold |
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|
2014
Q3 | $495K | Buy |
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|
2014
Q2 | $456K | Buy |
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|
2014
Q1 | $416K | Sell |
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|
2013
Q4 | $458K | Buy |
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|
2013
Q3 | $374K | Buy |
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|
2013
Q2 | $312K | Buy |
|