Legacy Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,040	Closed	-$230K	–	470
2024 Q4	$230K	Buy	+3,040	New	+$230K	0.02%	356
2019 Q3	–	Sell	-52	Closed	-$3K	–	343
2019 Q2	$3K	Hold	52	–	–	﹤0.01%	344
2019 Q1	$3K	Buy	+52	New	+$3K	﹤0.01%	380