LA
Lynch & Associates’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $616K | Buy |
2,834
+23
| +0.8% | +$5K | 0.12% | 93 |
|
2025
Q1 | $555K | Sell |
2,811
-150
| -5% | -$29.6K | 0.12% | 91 |
|
2024
Q4 | $664K | Hold |
2,961
| – | – | 0.14% | 80 |
|
2024
Q3 | $593K | Sell |
2,961
-20
| -0.7% | -$4.01K | 0.13% | 86 |
|
2024
Q2 | $544K | Hold |
2,981
| – | – | 0.12% | 83 |
|
2024
Q1 | $548K | Sell |
2,981
-34
| -1% | -$6.25K | 0.13% | 83 |
|
2023
Q4 | $539K | Hold |
3,015
| – | – | 0.13% | 82 |
|
2023
Q3 | $485K | Hold |
3,015
| – | – | 0.13% | 84 |
|
2023
Q2 | $512K | Sell |
3,015
-28
| -0.9% | -$4.76K | 0.13% | 79 |
|
2023
Q1 | $455K | Buy |
3,043
+398
| +15% | +$59.5K | 0.12% | 82 |
|
2022
Q4 | $342K | Sell |
2,645
-70
| -3% | -$9.04K | 0.09% | 89 |
|
2022
Q3 | $387K | Buy |
2,715
+70
| +3% | +$9.98K | 0.11% | 85 |
|
2022
Q2 | $364K | Hold |
2,645
| – | – | 0.1% | 84 |
|
2022
Q1 | $489K | Sell |
2,645
-15
| -0.6% | -$2.77K | 0.12% | 82 |
|
2021
Q4 | $544K | Hold |
2,660
| – | – | 0.13% | 83 |
|
2021
Q3 | $477K | Sell |
2,660
-15
| -0.6% | -$2.69K | 0.12% | 86 |
|
2021
Q2 | $478K | Sell |
2,675
-25
| -0.9% | -$4.47K | 0.12% | 84 |
|
2021
Q1 | $454K | Hold |
2,700
| – | – | 0.12% | 87 |
|
2020
Q4 | $434K | Hold |
2,700
| – | – | 0.12% | 87 |
|
2020
Q3 | $397K | Hold |
2,700
| – | – | 0.12% | 80 |
|
2020
Q2 | $345K | Hold |
2,700
| – | – | 0.11% | 85 |
|
2020
Q1 | $265K | Hold |
2,700
| – | – | 0.1% | 86 |
|
2019
Q4 | $339K | Hold |
2,700
| – | – | 0.1% | 86 |
|
2019
Q3 | $326K | Hold |
2,700
| – | – | 0.1% | 85 |
|
2019
Q2 | $322K | Hold |
2,700
| – | – | 0.1% | 85 |
|
2019
Q1 | $307K | Sell |
2,700
-100
| -4% | -$11.4K | 0.1% | 82 |
|
2018
Q4 | $277K | Hold |
2,800
| – | – | 0.1% | 81 |
|
2018
Q3 | $328K | Hold |
2,800
| – | – | 0.11% | 81 |
|
2018
Q2 | $306K | Sell |
2,800
-110
| -4% | -$12K | 0.11% | 84 |
|
2018
Q1 | $295K | Buy |
2,910
+110
| +4% | +$11.2K | 0.11% | 86 |
|
2017
Q4 | $276K | Hold |
2,800
| – | – | 0.1% | 85 |
|
2017
Q3 | $252K | Hold |
2,800
| – | – | 0.1% | 88 |
|
2017
Q2 | $251K | Hold |
2,800
| – | – | 0.1% | 91 |
|
2017
Q1 | $246K | Hold |
2,800
| – | – | 0.1% | 90 |
|
2016
Q4 | $228K | Hold |
2,800
| – | – | 0.1% | 95 |
|
2016
Q3 | $224K | Hold |
2,800
| – | – | 0.1% | 96 |
|
2016
Q2 | $219K | Hold |
2,800
| – | – | 0.1% | 100 |
|
2016
Q1 | $221K | Sell |
2,800
-422
| -13% | -$33.3K | 0.11% | 101 |
|
2015
Q4 | $252K | Hold |
3,222
| – | – | 0.13% | 95 |
|
2015
Q3 | $239K | Hold |
3,222
| – | – | 0.13% | 94 |
|
2015
Q2 | $246K | Hold |
3,222
| – | – | 0.13% | 96 |
|
2015
Q1 | $243K | Sell |
3,222
-2,152
| -40% | -$162K | 0.13% | 93 |
|
2014
Q4 | $388K | Sell |
5,374
-420
| -7% | -$30.3K | 0.21% | 76 |
|
2014
Q3 | $386K | Hold |
5,794
| – | – | 0.22% | 76 |
|
2014
Q2 | $387K | Buy |
5,794
+488
| +9% | +$32.6K | 0.22% | 74 |
|
2014
Q1 | $343K | Hold |
5,306
| – | – | 0.2% | 79 |
|
2013
Q4 | $355K | Buy |
5,306
+156
| +3% | +$10.4K | 0.21% | 77 |
|
2013
Q3 | $312K | Buy |
5,150
+675
| +15% | +$40.9K | 0.21% | 80 |
|
2013
Q2 | $252K | Buy |
+4,475
| New | +$252K | 0.17% | 88 |
|