Copperleaf Capital, LLC Closed Holding Positions

Copperleaf Capital, LLC

  • $115 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MSTR
Microstrategy Inc

Technology
Q2 2022 Filed on Aug 15, 2022
1,221
$152.15 - $501.26 $186K - $612K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Aug 15, 2022
2,158
$99.01 - $106.84 $214K - $231K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2022 Filed on May 16, 2022
3,758
$54.28 - $58.95 $204K - $222K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2021 Filed on Feb 11, 2022
6,996
$35.97 - $36.6 $252K - $256K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q3 2021 Filed on Nov 12, 2021
6,375
$31.36 - $32.63 $200K - $208K
LIT
Global X Fds Global X Lithium

ETFs
Q3 2021 Filed on Nov 12, 2021
22,694
$72.05 - $87.02 $1.64M - $1.97M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q3 2021 Filed on Nov 12, 2021
11,780
$109.72 - $129.16 $1.29M - $1.52M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2021 Filed on Nov 12, 2021
14,819
$99.84 - $108.44 $1.48M - $1.61M
NEAR
Blackrock Short Maturity Bond

ETFs
Q3 2021 Filed on Nov 12, 2021
4,200
$50.12 - $50.16 $211K - $211K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q1 2021 Filed on May 07, 2021
15,538
$109.42 - $121.99 $1.7M - $1.9M
IEF
Ishares Barclays

ETFs
Q1 2021 Filed on May 07, 2021
31,553
$112.93 - $119.98 $3.56M - $3.79M
GOOG
Alphabet Inc.

Communication Services
Q1 2021 Filed on May 07, 2021
701
$86.41 - $106.42 $60.6K - $74.6K
IYG
Ishares Tr

ETFs
Q1 2021 Filed on May 07, 2021
7,978
$48.45 - $58.92 $387K - $470K
RODM
Hartford Multifactor Developed

ETFs
Q1 2021 Filed on May 07, 2021
87,063
$28.2 - $30.0 $2.46M - $2.61M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q4 2020 Filed on Feb 04, 2021
3,712
$55.67 - $64.44 $207K - $239K
ACWI
Ishares Msci Acwi ETF

ETFs
Q4 2020 Filed on Feb 04, 2021
12,021
$78.14 - $90.72 $939K - $1.09M
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q4 2020 Filed on Feb 04, 2021
8,348
$44.43 - $46.75 $371K - $390K
HYG
Ishares Tr

ETFs
Q4 2020 Filed on Feb 04, 2021
24,152
$83.46 - $87.3 $2.02M - $2.11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q4 2020 Filed on Feb 04, 2021
46,289
$74.05 - $86.22 $3.43M - $3.99M
IEFA
Ishares Tr

ETFs
Q4 2020 Filed on Feb 04, 2021
47,455
$58.13 - $69.71 $2.76M - $3.31M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q4 2020 Filed on Feb 04, 2021
2,331
$105.25 - $120.39 $245K - $281K
BIDU
Baidu, Inc.

Communication Services
Q2 2020 Filed on Jul 08, 2020
2,200
$94.76 - $123.73 $208K - $272K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2020 Filed on May 05, 2020
4,388
$260.92 - $441.07 $1.14M - $1.94M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2020 Filed on May 05, 2020
29,475
$44.1 - $51.09 $1.3M - $1.51M
NSC
Norfolk Southern Corp

Industrials
Q1 2020 Filed on May 05, 2020
1,125
$118.88 - $214.83 $134K - $242K
MINC
Advisorshares Tr Newfleet Mult

ETFs
Q1 2020 Filed on May 05, 2020
9,500
$42.93 - $48.99 $408K - $465K
BLK
Black Rock Inc.

Financial Services
Q1 2020 Filed on May 05, 2020
1,014
$327.42 - $572.48 $332K - $580K
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