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Guardian Asset Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History

Guardian Asset Advisors’s Portfolio XLK Stock Details XLK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-986
Closed -$205K – 101
2024
Q1 		$205K Sell
986
-305
-24% -$63.5K 0.17% 96
2023
Q4 		$248K Buy
+1,291
New +$248K 0.23% 82