Coppell Advisory Solutions Corp’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
2024
Q1
$264K Buy
+2,801
New +$264K 0.05% 209
2023
Q1
$318K Buy
3,865
+1,251
+48% +$103K 0.1% 150
2022
Q4
$229K Buy
+2,614
New +$229K 0.08% 157