LWP
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Legacy Wealth Planning’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$225K Sell
3,374
-100
-3% -$6.67K 0.37% 63
2022
Q2
$251K Buy
3,474
+510
+17% +$36.8K 0.36% 66
2022
Q1
$225K Buy
+2,964
New +$225K 0.26% 87