LFS
Legacy Financial Strategies’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Hold |
1,950
| – | – | 0.08% | 84 |
|
|
2025
Q1 | $385K | Hold |
1,950
| – | – | 0.08% | 77 |
|
|
2024
Q4 | $432K | Sell |
1,950
-151
| -7% | -$33.4K | 0.09% | 78 |
|
|
2024
Q3 | $421K | Hold |
2,101
| – | – | 0.09% | 70 |
|
|
2024
Q2 | $395K | Hold |
2,101
| – | – | 0.09% | 65 |
|
|
2024
Q1 | $386K | Buy |
2,101
+70
| +3% | +$12.9K | 0.1% | 63 |
|
|
2023
Q4 | $363K | Buy |
+2,031
| New | +$363K | 0.1% | 63 |
|