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Legacy Wealth Management (Idaho)’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.72K Hold
21
– – ﹤0.01% 531
2025
Q1 		$1.66K Hold
21
– – ﹤0.01% 567
2024
Q4 		$1.64K Sell
21
-90
-81% -$7.03K ﹤0.01% 519
2024
Q3 		$8.7K Buy
+111
New +$8.7K 0.01% 327