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Legacy Wealth Planning’s Energy Select Sector SPDR Fund XLE Stock Holding History

Legacy Wealth Planning’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,650
Closed -$976K – 97
2022
Q2 		$976K Buy
+13,650
New +$976K 1.4% 18