Atlas Private Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.23M | Sell |
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|
2025
Q2 | $2.71M | Sell |
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|
2025
Q1 | $3.59M | Sell |
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|
2024
Q4 | $16.5M | Sell |
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|
2024
Q3 | $15.9M | Buy |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $6.04M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $17K | Sell |
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|
2021
Q2 | $22K | Sell |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $22K | Sell |
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|
2020
Q3 | $20K | Buy |
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|
2020
Q2 | $17K | Buy |
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