Legacy Wealth Management (Mississippi)’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
2022
Q1
Sell
-5,595
Closed -$218K 104
2021
Q4
$218K Buy
5,595
+215
+4% +$8.4K 0.11% 101
2021
Q3
$202K Buy
+5,380
New +$202K 0.11% 104