Legacy Wealth Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $614K | Buy |
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|
2025
Q2 | $597K | Hold |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $551K | Sell |
|
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|
2024
Q3 | $525K | Hold |
|
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|
2024
Q2 | $476K | Hold |
|
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|
2024
Q1 | $488K | Hold |
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|
2023
Q4 | $436K | Hold |
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|
2023
Q3 | $384K | Hold |
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|
2023
Q2 | $391K | Hold |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $396K | Hold |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $444K | Hold |
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|
2021
Q4 | $453K | Hold |
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|
2021
Q3 | $435K | Buy |
|