Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Energy Select Sector SPDR Fund XLE Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,001
Closed -$90.4K – 523
2023
Q3 		$90.4K Buy
+1,001
New +$90.4K 0.02% 139