Atlas Private Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
– Sell
-96
Closed -$11K – 393
2021
Q1
$11K Buy
+96
New +$11.1K 0.01% 308
2020
Q1
– Sell
-213
Closed -$22K – 494
2019
Q4
$22K Buy
+213
New +$20.5K 0.02% 281

Other funds holding XLV

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

Atlas Private Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2021, closing a stake of 96 shares — an estimated $11K sold.

Atlas Private Wealth Management first reported a position in XLV in Q4 2019 and held it in 2 quarters. The position peaked at $22K in Q4 2019. 1,202 funds tracked by Wall St. Rank hold XLV as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 96 State Street Health Care Select Sector SPDR ETF shares in Q2 2021, an estimated $11K.
  • Atlas Private Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
  • Atlas Private Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $22K in Q4 2019.
  • 1,202 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2021.

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