LWAM
Legacy Wealth Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Hold |
11,395
| – | – | 0.15% | 212 |
|
|
2025
Q1 | $568K | Buy |
11,395
+3
| +0% | +$149 | 0.16% | 218 |
|
|
2024
Q4 | $551K | Sell |
11,392
-198
| -2% | -$9.57K | 0.15% | 224 |
|
|
2024
Q3 | $525K | Hold |
11,590
| – | – | 0.14% | 238 |
|
|
2024
Q2 | $476K | Hold |
11,590
| – | – | 0.13% | 239 |
|
|
2024
Q1 | $488K | Hold |
11,590
| – | – | 0.14% | 235 |
|
|
2023
Q4 | $436K | Hold |
11,590
| – | – | 0.14% | 245 |
|
|
2023
Q3 | $384K | Hold |
11,590
| – | – | 0.14% | 249 |
|
|
2023
Q2 | $391K | Hold |
11,590
| – | – | 0.14% | 258 |
|
|
2023
Q1 | $373K | Hold |
11,590
| – | – | 0.13% | 268 |
|
|
2022
Q4 | $396K | Hold |
11,590
| – | – | 0.15% | 250 |
|
|
2022
Q3 | $352K | Hold |
11,590
| – | – | 0.15% | 239 |
|
|
2022
Q2 | $365K | Hold |
11,590
| – | – | 0.15% | 208 |
|
|
2022
Q1 | $444K | Hold |
11,590
| – | – | 0.16% | 202 |
|
|
2021
Q4 | $453K | Hold |
11,590
| – | – | 0.15% | 213 |
|
|
2021
Q3 | $435K | Buy |
+11,590
| New | +$435K | 0.2% | 191 |
|