Legacy Wealth Management, Inc XLK Holdings History
Legacy Wealth Management, Inc's Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, Legacy Wealth Management, Inc held - shares of Technology Select Sector SPDR ETF(XLK), totaling N/A. This investment constitutes 0% of their stock portfolio, and Legacy Wealth Management, Inc now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2024Q3. And since then Legacy Wealth Management, Inc has made 2 purchases of XLK, at an average price of $219.83, for a total of 3,785.00 shares. In addition, there have been 2 sales at an average price of $222.10 for 3,785.00 shares. Based on historical transaction data and XLK's current price of $260.29, Legacy Wealth Management, Inc's estimated gain on his XLK holdings is $8,593.39, reflecting a 1.03% gain to date.
Legacy Wealth Management, Inc XLK ($260.29) Holding Chart
Legacy Wealth Management, Inc XLK ($260.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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