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Legacy Wealth Management (Idaho)’s Technology Select Sector SPDR Fund XLK Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$114K Sell
450
-146
-24% -$36.9K 0.06% 102
2025
Q1 		$123K Buy
596
+367
+160% +$75.8K 0.09% 90
2024
Q4 		$53.3K Hold
229
– – 0.03% 116
2024
Q3 		$53.9K Buy
+229
New +$53.9K 0.03% 114