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Legacy Wealth Management (Idaho)’s Energy Select Sector SPDR Fund XLE Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.2K Buy
167
+100
+149% +$8.48K 0.01% 273
2025
Q1 		$6.26K Sell
67
-158
-70% -$14.8K ﹤0.01% 393
2024
Q4 		$19.9K Hold
225
– – 0.01% 218
2024
Q3 		$21.3K Buy
+225
New +$21.3K 0.01% 213