Cascadia Advisory Services’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$3.62M Buy
69,574
+636
+0.9% +$33.1K 0.73% 33
2021
Q2
$3.71M Buy
68,938
+4,790
+7% +$258K 0.8% 27
2021
Q1
$3.15M Buy
+64,148
New +$3.15M 0.7% 38