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Legacy Wealth Management (Idaho)’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.9K Sell
66
-63
-49% -$8.49K ﹤0.01% 327
2025
Q1 		$18.8K Buy
129
+63
+95% +$9.2K 0.01% 255
2024
Q4 		$9.67K Sell
66
-150
-69% -$22K 0.01% 290
2024
Q3 		$31.7K Buy
+216
New +$31.7K 0.02% 152