Atlas Private Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,700
Closed -$42K 389
2021
Q1
$42K Sell
1,700
-1,070
-39% -$24.7K 0.03% 202
2020
Q4
$52K Sell
2,770
-1,070
-28% -$18.4K 0.04% 183
2020
Q3
$58K Hold
3,840
0.05% 176
2020
Q2
$73K Hold
3,840
0.06% 171
2020
Q1
$56K Sell
3,840
-90
-2% -$2.13K 0.05% 173
2019
Q4
$118K Buy
+3,930
New +$117K 0.09% 155

Other funds holding XLE

Atlas Private Wealth Management's XLE Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2021, closing a stake of 1,700 shares — an estimated $42K sold.

Atlas Private Wealth Management first reported a position in XLE in Q4 2019 and held it in 6 quarters. The position peaked at $118K in Q4 2019. 1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 1,700 State Street Energy Select Sector SPDR ETF shares in Q2 2021, an estimated $42K.
  • Atlas Private Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $118K in Q4 2019.
  • 1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.