LA
Legacy Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,690
| Closed | -$582K | – | 419 |
|
|
2025
Q1 | $582K | Buy |
11,690
+1,200
| +11% | +$59.8K | 0.06% | 240 |
|
|
2024
Q4 | $507K | Buy |
+10,490
| New | +$507K | 0.05% | 249 |
|
|
2019
Q4 | – | Sell |
-11,692
| Closed | -$327K | – | 138 |
|
|
2019
Q3 | $327K | Buy |
11,692
+6,665
| +133% | +$186K | 0.24% | 80 |
|
|
2019
Q2 | $139K | Hold |
5,027
| – | – | 0.09% | 135 |
|
|
2019
Q1 | $129K | Buy |
+5,027
| New | +$129K | 0.04% | 136 |
|
|
2018
Q4 | – | Sell |
-4,291
| Closed | -$118K | – | 404 |
|
|
2018
Q3 | $118K | Hold |
4,291
| – | – | 0.06% | 168 |
|
|
2018
Q2 | $114K | Buy |
+4,291
| New | +$114K | 0.09% | 131 |
|