Legacy Wealth Management (Tennessee)’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
2025 Q2	–	Sell	-15,773	Closed	-$786K	–	39
2025 Q1	$786K	Sell	15,773 -352	-2%	-$17.5K	0.05%	20
2024 Q4	$779K	Buy	16,125 +3,358	+26%	+$162K	0.05%	21
2024 Q3	$579K	Buy	+12,767	New	+$579K	0.04%	24