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Canopy Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History

Canopy Partners’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,439
Closed -$222K – 218
2024
Q2 		$222K Hold
2,439
– – 0.1% 160
2024
Q1 		$230K Buy
+2,439
New +$230K 0.11% 156