Atlas Private Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
51,687
-20,316
| -28% | -$1.06M | 0.35% | 50 |
|
|
2025
Q1 | $3.59M | Sell |
72,003
-268,493
| -79% | -$13.4M | 0.5% | 39 |
|
|
2024
Q4 | $16.5M | Sell |
340,496
-9,726
| -3% | -$470K | 2.33% | 13 |
|
|
2024
Q3 | $15.9M | Buy |
350,222
+36,954
| +12% | +$1.67M | 2.3% | 14 |
|
|
2024
Q2 | $12.9M | Buy |
313,268
+169,981
| +119% | +$6.99M | 2.09% | 13 |
|
|
2024
Q1 | $6.04M | Buy |
+143,287
| New | +$6.04M | 2.02% | 13 |
|
|
2021
Q4 | – | Sell |
-446
| Closed | -$17K | – | 730 |
|
|
2021
Q3 | $17K | Sell |
446
-152
| -25% | -$5.79K | 0.01% | 385 |
|
|
2021
Q2 | $22K | Sell |
598
-140
| -19% | -$5.15K | 0.01% | 350 |
|
|
2021
Q1 | $25K | Hold |
738
| – | – | 0.01% | 333 |
|
|
2020
Q4 | $22K | Sell |
738
-109
| -13% | -$3.25K | 0.01% | 324 |
|
|
2020
Q3 | $20K | Buy |
847
+109
| +15% | +$2.57K | 0.02% | 310 |
|
|
2020
Q2 | $17K | Buy |
+738
| New | +$17K | 0.02% | 345 |
|