Atlas Capital Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | $2.34M | Sell |
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|
2024
Q3 | $2.94M | Buy |
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|
2024
Q2 | $2.07M | Buy |
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|
2024
Q1 | $794K | Buy |
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|
2023
Q4 | $734K | Buy |
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|
2023
Q3 | $604K | Buy |
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|
2023
Q2 | $650K | Buy |
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|
2023
Q1 | $576K | Sell |
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|
2022
Q4 | $697K | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $822K | Buy |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $22.8K | Buy |
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|
2021
Q3 | $20.2K | Sell |
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|
2021
Q2 | $61.7K | Sell |
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|
2021
Q1 | $104K | Sell |
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|
2020
Q4 | $121K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $117K | Sell |
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|
2020
Q1 | $122K | Sell |
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|
2019
Q4 | $166K | Sell |
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|
2019
Q3 | $181K | Buy |
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|
2019
Q2 | $159K | Sell |
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|
2019
Q1 | $171K | Buy |
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|
2018
Q4 | $74K | Buy |
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|
2018
Q3 | $40.4K | Hold |
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|
2018
Q2 | $40.3K | Sell |
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|
2018
Q1 | $345K | Buy |
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