Columbia Advisory Partners’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
2023 Q2	–	Sell	-4,802	Closed	-$398K	–	65
2023 Q1	$398K	Sell	4,802 -82	-2%	-$6.79K	0.38%	38
2022 Q4	$427K	Buy	+4,884	New	+$427K	0.41%	32