Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-311
Closed -$40K – 527
2023
Q3 		$40K Buy
+311
New +$40K 0.01% 197