Legacy Capital Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$719K Hold
9,408
0.24% 87
2021
Q4
$522K Buy
9,408
+2,500
+36% +$139K 0.17% 102
2021
Q3
$360K Buy
6,908
+57
+0.8% +$2.97K 0.13% 115
2021
Q2
$369K Buy
6,851
+500
+8% +$26.9K 0.13% 116
2021
Q1
$312K Buy
+6,351
New +$312K 0.12% 119