Atlas Private Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-777
| Closed | -$50K | – | 731 |
|
|
2021
Q3 | $50K | Hold |
777
| – | – | 0.03% | 234 |
|
|
2021
Q2 | $49K | Sell |
777
-99
| -11% | -$6.24K | 0.03% | 231 |
|
|
2021
Q1 | $56K | Buy |
876
+98
| +13% | +$6.27K | 0.03% | 219 |
|
|
2020
Q4 | $49K | Sell |
778
-6
| -0.8% | -$378 | 0.03% | 224 |
|
|
2020
Q3 | $47K | Sell |
784
-6
| -0.8% | -$360 | 0.04% | 208 |
|
|
2020
Q2 | $45K | Buy |
+790
| New | +$45K | 0.04% | 218 |
|