APWA
Atlas Private Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
10,981
-137
| -1% | -$34.7K | 0.36% | 49 |
|
|
2025
Q1 | $2.3M | Sell |
11,118
-664
| -6% | -$137K | 0.32% | 47 |
|
|
2024
Q4 | $2.74M | Sell |
11,782
-878
| -7% | -$204K | 0.39% | 40 |
|
|
2024
Q3 | $2.86M | Sell |
12,660
-14
| -0.1% | -$3.16K | 0.41% | 32 |
|
|
2024
Q2 | $2.87M | Buy |
12,674
+6,525
| +106% | +$1.48M | 0.47% | 29 |
|
|
2024
Q1 | $1.28M | Sell |
6,149
-6,361
| -51% | -$1.32M | 0.43% | 31 |
|
|
2023
Q4 | $2.41M | Buy |
12,510
+1,906
| +18% | +$367K | 0.45% | 28 |
|
|
2023
Q3 | $1.74M | Buy |
10,604
+664
| +7% | +$109K | 0.33% | 53 |
|
|
2023
Q2 | $1.73M | Buy |
9,940
+5,055
| +103% | +$879K | 0.35% | 53 |
|
|
2023
Q1 | $738K | Buy |
4,885
+498
| +11% | +$75.2K | 0.34% | 59 |
|
|
2022
Q4 | $546K | Sell |
4,387
-422
| -9% | -$52.5K | 0.29% | 74 |
|
|
2022
Q3 | $571K | Buy |
4,809
+565
| +13% | +$67.1K | 0.34% | 73 |
|
|
2022
Q2 | $539K | Buy |
4,244
+228
| +6% | +$29K | 0.32% | 77 |
|
|
2022
Q1 | $638K | Buy |
4,016
+568
| +16% | +$90.2K | 0.28% | 78 |
|
|
2021
Q4 | $599K | Sell |
3,448
-285
| -8% | -$49.5K | 0.28% | 83 |
|
|
2021
Q3 | $557K | Sell |
3,733
-245
| -6% | -$36.6K | 0.29% | 82 |
|
|
2021
Q2 | $587K | Sell |
3,978
-132
| -3% | -$19.5K | 0.32% | 74 |
|
|
2021
Q1 | $546K | Sell |
4,110
-92
| -2% | -$12.2K | 0.3% | 71 |
|
|
2020
Q4 | $546K | Sell |
4,202
-25
| -0.6% | -$3.25K | 0.37% | 61 |
|
|
2020
Q3 | $493K | Sell |
4,227
-391
| -8% | -$45.6K | 0.41% | 55 |
|
|
2020
Q2 | $483K | Buy |
+4,618
| New | +$483K | 0.43% | 54 |
|