Atlas Private Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.74M | Sell |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $2.87M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $2.41M | Buy |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $738K | Buy |
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|
2022
Q4 | $546K | Sell |
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|
2022
Q3 | $571K | Buy |
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|
2022
Q2 | $539K | Buy |
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|
2022
Q1 | $638K | Buy |
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|
2021
Q4 | $599K | Sell |
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|
2021
Q3 | $557K | Sell |
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|
2021
Q2 | $587K | Sell |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $546K | Sell |
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|
2020
Q3 | $493K | Sell |
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|
2020
Q2 | $483K | Buy |
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