LPT
Legacy Private Trust’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
+4,794
| New | +$407K | 0.03% | 200 |
|
|
2023
Q1 | – | Sell |
-35,915
| Closed | -$3.14M | – | 234 |
|
|
2022
Q4 | $3.14M | Buy |
+35,915
| New | +$3.14M | 0.28% | 81 |
|
|
2014
Q3 | – | Sell |
-11,450
| Closed | -$1.15M | – | 270 |
|
|
2014
Q2 | $1.15M | Buy |
+11,450
| New | +$1.15M | 0.18% | 131 |
|