Atlas Private Wealth Advisors XLF Holdings History
Atlas Private Wealth Advisors's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Atlas Private Wealth Advisors held 72,003.00 shares of Financial Select Sector SPDR(XLF), totaling $3.59 Mil. This investment constitutes 0.5% of their stock portfolio, and Atlas Private Wealth Advisors now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2020Q2. And since then Atlas Private Wealth Advisors has made 4 purchases of XLF, at an average price of $40.69, for a total of 351,069.00 shares. In addition, there have been 6 sales at an average price of $50.06 for 279,066.00 shares. Based on historical transaction data and XLF's current price of $52.16, Atlas Private Wealth Advisors's estimated gain on his XLF holdings is $3.44 Mil, reflecting a 24.09% gain to date.
Atlas Private Wealth Advisors XLF ($52.16) Holding Chart
Atlas Private Wealth Advisors XLF ($52.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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