Atlas Private Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-311
| Closed | -$16K | – | 729 |
|
|
2021
Q3 | $16K | Hold |
311
| – | – | 0.01% | 398 |
|
|
2021
Q2 | $17K | Hold |
311
| – | – | 0.01% | 392 |
|
|
2021
Q1 | $15K | Sell |
311
-607
| -66% | -$29.3K | 0.01% | 442 |
|
|
2020
Q4 | $35K | Sell |
918
-60
| -6% | -$2.29K | 0.02% | 264 |
|
|
2020
Q3 | $29K | Buy |
978
+231
| +31% | +$6.85K | 0.02% | 266 |
|
|
2020
Q2 | $28K | Buy |
+747
| New | +$28K | 0.02% | 278 |
|