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

Legacy Financial Group (Iowa)’s Portfolio XLF Stock Details XLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-593
Closed -$19.7K – 524
2023
Q3 		$19.7K Buy
+593
New +$19.7K ﹤0.01% 271
2021
Q3 		– Sell
-40,989
Closed -$1.5M – 66
2021
Q2 		$1.5M Buy
+40,989
New +$1.5M 0.45% 38