Atlas Capital Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $2.03M | Sell |
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|
2023
Q2 | $1.84M | Buy |
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|
2023
Q1 | $1.71M | Sell |
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|
2022
Q4 | $2.18M | Sell |
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|
2022
Q3 | $1.96M | Buy |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $575K | Buy |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | $15.6K | Sell |
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|
2019
Q4 | $352K | Buy |
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|
2019
Q3 | $326K | Sell |
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|
2019
Q2 | $452K | Sell |
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|
2019
Q1 | $917K | Buy |
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|
2018
Q4 | $616K | Buy |
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|
2018
Q3 | $284K | Buy |
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|
2018
Q2 | $200K | Sell |
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|
2018
Q1 | $199K | Buy |
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