Legacy Wealth Planning’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$204K Sell
3,115
-200
-6% -$13.1K 0.34% 77
2022
Q2
$232K Buy
+3,315
New +$232K 0.33% 77