Legacy Private Trust’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$863K Buy
7,955
+5,814
+272% +$631K 0.06% 160
2025
Q1
$206K Sell
2,141
-761
-26% -$73.4K 0.01% 238
2024
Q4
$281K Sell
2,902
-175
-6% -$16.9K 0.02% 212
2024
Q3
$278K Hold
3,077
0.02% 215
2024
Q2
$264K Sell
3,077
-175
-5% -$15K 0.02% 209
2024
Q1
$266K Sell
3,252
-105
-3% -$8.57K 0.02% 211
2023
Q4
$244K Sell
3,357
-163
-5% -$11.8K 0.02% 207
2023
Q3
$231K Sell
3,520
-465
-12% -$30.5K 0.02% 217
2023
Q2
$259K Hold
3,985
0.02% 209
2023
Q1
$231K Buy
+3,985
New +$231K 0.02% 215