Guardian Capital Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $554K | Hold |
12,279
| – | – | 0.05% | 131 |
|
|
2024
Q2 | $515K | Sell |
12,279
-197,801
| -94% | -$8.29M | 0.05% | 129 |
|
|
2024
Q1 | $8.34M | Buy |
+210,080
| New | +$8.34M | 0.9% | 40 |
|
|
2014
Q1 | – | Sell |
-11,391
| Closed | -$228K | – | 183 |
|
|
2013
Q4 | $228K | Sell |
11,391
-19,366
| -63% | -$388K | 0.04% | 160 |
|
|
2013
Q3 | $544K | Buy |
+30,757
| New | +$544K | 0.12% | 122 |
|