Legacy Wealth Planning’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,313
Closed -$209K 108
2022
Q1
$209K Buy
1,313
+35
+3% +$5.57K 0.25% 94
2021
Q4
$222K Buy
+1,278
New +$222K 0.25% 86