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Legend Financial Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Legend Financial Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.65M Buy
19,457
+702
+4% +$59.5K 1.1% 18
2025
Q1 		$1.75M Buy
+18,755
New +$1.75M 1.29% 17