Legacy Private Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	9,344 +2,110	+29%	+$244K	0.06%	159
2025 Q4	$852K	Sell	7,234 -91	-1%	-$10.5K	0.05%	164
2025 Q3	$867K	Sell	7,325 -630	-8%	-$70K	0.05%	158
2025 Q2	$863K	Buy	7,955 +5,814	+272%	+$573K	0.06%	160
2025 Q1	$206K	Sell	2,141 -761	-26%	-$76K	0.01%	238
2024 Q4	$281K	Sell	2,902 -175	-6%	-$16.7K	0.02%	212
2024 Q3	$278K	Hold	3,077	–	–	0.02%	215
2024 Q2	$264K	Sell	3,077 -175	-5%	-$14.4K	0.02%	209
2024 Q1	$266K	Sell	3,252 -105	-3%	-$8.18K	0.02%	211
2023 Q4	$244K	Sell	3,357 -163	-5%	-$11.2K	0.02%	207
2023 Q3	$231K	Sell	3,520 -465	-12%	-$31K	0.02%	217
2023 Q2	$259K	Hold	3,985	–	–	0.02%	209
2023 Q1	$231K	Buy	+3,985	New	+$216K	0.02%	215