Legacy Wealth Planning’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
Q2
Sell
-5,986
Closed -$229K 107
2022
Q1
$229K Buy
+5,986
New +$229K 0.27% 82
2021
Q4
Sell
-6,980
Closed -$262K 105
2021
Q3
$262K Buy
+6,980
New +$262K 0.29% 78