Legacy Wealth Management (Idaho)’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.62K	Sell	50 -862	-95%	-$45.2K	﹤0.01%	464
2025 Q1	$45.4K	Buy	912 +862	+1,724%	+$42.9K	0.03%	146
2024 Q4	$2.59K	Hold	50	–	–	﹤0.01%	463
2024 Q3	$2.49K	Buy	+50	New	+$2.49K	﹤0.01%	458