Legacy Financial Strategies’s Technology Select Sector SPDR Fund XLK Stock Holding History

Legacy Financial Strategies’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$316K	Sell
2025 Q2	$308K	Buy
2025 Q1	$241K	Buy
2024 Q4	$253K	Hold
2024 Q3	$247K	Sell
2024 Q2	$254K	Hold
2024 Q1	$228K	Buy
2018 Q3	–	Sell
2018 Q2	$458K	Sell
2018 Q1	$458K	Sell
2017 Q4	$686K	Buy