Guardian Capital Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-51,970
Closed -$4.35M 180
2023
Q4
$4.35M Hold
51,970
0.45% 60
2023
Q3
$4.55M Buy
+51,970
New +$4.55M 0.51% 59