APWA
Atlas Private Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Buy |
3,986
+968
| +32% | +$130K | 0.07% | 116 |
|
|
2025
Q1 | $441K | Buy |
+3,018
| New | +$441K | 0.06% | 120 |
|
|
2021
Q4 | – | Sell |
-939
| Closed | -$120K | – | 732 |
|
|
2021
Q3 | $120K | Sell |
939
-57
| -6% | -$7.28K | 0.06% | 160 |
|
|
2021
Q2 | $125K | Sell |
996
-227
| -19% | -$28.5K | 0.07% | 144 |
|
|
2021
Q1 | $143K | Buy |
1,223
+94
| +8% | +$11K | 0.08% | 129 |
|
|
2020
Q4 | $128K | Buy |
1,129
+7
| +0.6% | +$794 | 0.09% | 128 |
|
|
2020
Q3 | $118K | Buy |
1,122
+60
| +6% | +$6.31K | 0.1% | 129 |
|
|
2020
Q2 | $106K | Buy |
+1,062
| New | +$106K | 0.09% | 140 |
|