Legacy Capital Wealth Partners’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,975	Closed	-$459K	–	398
2025 Q1	$459K	Sell	10,975 -941	-8%	-$39.4K	0.11%	199
2024 Q4	$485K	Buy	+11,916	New	+$485K	0.12%	187
2024 Q3	–	Sell	-13,698	Closed	-$526K	–	378
2024 Q2	$526K	Buy	+13,698	New	+$526K	0.13%	153