LFS
Legacy Financial Strategies’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
1,218
+52
| +4% | +$13.2K | 0.06% | 96 |
|
|
2025
Q1 | $241K | Buy |
1,166
+74
| +7% | +$15.3K | 0.05% | 105 |
|
|
2024
Q4 | $253K | Hold |
1,092
| – | – | 0.05% | 101 |
|
|
2024
Q3 | $247K | Sell |
1,092
-2
| -0.2% | -$452 | 0.05% | 101 |
|
|
2024
Q2 | $254K | Hold |
1,094
| – | – | 0.06% | 82 |
|
|
2024
Q1 | $228K | Buy |
+1,094
| New | +$228K | 0.06% | 85 |
|
|
2018
Q3 | – | Sell |
-6,598
| Closed | -$458K | – | 97 |
|
|
2018
Q2 | $458K | Sell |
6,598
-406
| -6% | -$28.2K | 0.41% | 52 |
|
|
2018
Q1 | $458K | Sell |
7,004
-3,719
| -35% | -$243K | 0.45% | 40 |
|
|
2017
Q4 | $686K | Buy |
+10,723
| New | +$686K | 0.73% | 22 |
|