LWMT

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,083	Closed	-$742K	–	42
2025 Q1	$742K	Buy	5,083 +130	+3%	+$19K	0.05%	22
2024 Q4	$681K	Buy	4,953 +492	+11%	+$67.7K	0.04%	23
2024 Q3	$687K	Buy	+4,461	New	+$687K	0.04%	23