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Legacy Wealth Management (Idaho)’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.04K Sell
14
-20
-59% -$4.35K ﹤0.01% 451
2025
Q1 		$6.71K Buy
34
+20
+143% +$3.95K ﹤0.01% 386
2024
Q4 		$3.16K Sell
14
-46
-77% -$10.4K ﹤0.01% 434
2024
Q3 		$13.1K Buy
+60
New +$13.1K 0.01% 266