Legacy Capital Wealth Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Legacy Capital Wealth Partners’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$459K	Buy
2025 Q2	$419K	Buy
2025 Q1	$365K	Buy
2024 Q4	$325K	Sell
2024 Q3	$535K	Buy
2024 Q2	$280K	Buy