APWA
Atlas Private Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,782
| Closed | -$431K | – | 167 |
|
|
2023
Q4 | $431K | Buy |
+3,782
| New | +$431K | 0.08% | 94 |
|
|
2021
Q3 | – | Sell |
-30
| Closed | -$3K | – | 822 |
|
|
2021
Q2 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 645 |
|
|
2020
Q4 | – | Sell |
-40
| Closed | -$3K | – | 797 |
|
|
2020
Q3 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 556 |
|