GAA
Guardian Asset Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
4,991
-548
| -10% | -$46.5K | 0.24% | 70 |
|
|
2025
Q1 | $518K | Buy |
5,539
+131
| +2% | +$12.2K | 0.34% | 57 |
|
|
2024
Q4 | $464K | Sell |
5,408
-14,028
| -72% | -$1.2M | 0.3% | 61 |
|
|
2024
Q3 | $1.71M | Buy |
19,436
+1,554
| +9% | +$136K | 1.16% | 20 |
|
|
2024
Q2 | $1.63M | Buy |
17,882
+4,032
| +29% | +$367K | 1.2% | 19 |
|
|
2024
Q1 | $1.31M | Sell |
13,850
-583
| -4% | -$55.1K | 1.09% | 23 |
|
|
2023
Q4 | $1.21M | Buy |
+14,433
| New | +$1.21M | 1.14% | 23 |
|