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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$19.7K Buy
2021
Q3 		– Sell
2021
Q2 		$1.5M Buy