Lynch & Associates’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $679K | Hold |
|
|||||
|
2025
Q2 | $616K | Buy |
|
|||||
|
2025
Q1 | $555K | Sell |
|
|||||
|
2024
Q4 | $664K | Hold |
|
|||||
|
2024
Q3 | $593K | Sell |
|
|||||
|
2024
Q2 | $544K | Hold |
|
|||||
|
2024
Q1 | $548K | Sell |
|
|||||
|
2023
Q4 | $539K | Hold |
|
|||||
|
2023
Q3 | $485K | Hold |
|
|||||
|
2023
Q2 | $512K | Sell |
|
|||||
|
2023
Q1 | $455K | Buy |
|
|||||
|
2022
Q4 | $342K | Sell |
|
|||||
|
2022
Q3 | $387K | Buy |
|
|||||
|
2022
Q2 | $364K | Hold |
|
|||||
|
2022
Q1 | $489K | Sell |
|
|||||
|
2021
Q4 | $544K | Hold |
|
|||||
|
2021
Q3 | $477K | Sell |
|
|||||
|
2021
Q2 | $478K | Sell |
|
|||||
|
2021
Q1 | $454K | Hold |
|
|||||
|
2020
Q4 | $434K | Hold |
|
|||||
|
2020
Q3 | $397K | Hold |
|
|||||
|
2020
Q2 | $345K | Hold |
|
|||||
|
2020
Q1 | $265K | Hold |
|
|||||
|
2019
Q4 | $339K | Hold |
|
|||||
|
2019
Q3 | $326K | Hold |
|
|||||
|
2019
Q2 | $322K | Hold |
|
|||||
|
2019
Q1 | $307K | Sell |
|
|||||
|
2018
Q4 | $277K | Hold |
|
|||||
|
2018
Q3 | $328K | Hold |
|
|||||
|
2018
Q2 | $306K | Sell |
|
|||||
|
2018
Q1 | $295K | Buy |
|
|||||
|
2017
Q4 | $276K | Hold |
|
|||||
|
2017
Q3 | $252K | Hold |
|
|||||
|
2017
Q2 | $251K | Hold |
|
|||||
|
2017
Q1 | $246K | Hold |
|
|||||
|
2016
Q4 | $228K | Hold |
|
|||||
|
2016
Q3 | $224K | Hold |
|
|||||
|
2016
Q2 | $219K | Hold |
|
|||||
|
2016
Q1 | $221K | Sell |
|
|||||
|
2015
Q4 | $252K | Hold |
|
|||||
|
2015
Q3 | $239K | Hold |
|
|||||
|
2015
Q2 | $246K | Hold |
|
|||||
|
2015
Q1 | $243K | Sell |
|
|||||
|
2014
Q4 | $388K | Sell |
|
|||||
|
2014
Q3 | $386K | Hold |
|
|||||
|
2014
Q2 | $387K | Buy |
|
|||||
|
2014
Q1 | $343K | Hold |
|
|||||
|
2013
Q4 | $355K | Buy |
|
|||||
|
2013
Q3 | $312K | Buy |
|
|||||
|
2013
Q2 | $252K | Buy |
|