Guardian Wealth Advisors (North Carolina)’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26K | Buy |
14
+3
| +27% | +$269 | ﹤0.01% | 533 |
|
|
2025
Q1 | $966 | Hold |
11
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $941 | Buy |
11
+4
| +57% | +$342 | ﹤0.01% | 497 |
|
|
2024
Q3 | $689 | Hold |
7
| – | – | ﹤0.01% | 438 |
|
|
2024
Q2 | $628 | Buy |
7
+1
| +17% | +$90 | ﹤0.01% | 426 |
|
|
2024
Q1 | $565 | Sell |
6
-449
| -99% | -$42.3K | ﹤0.01% | 442 |
|
|
2023
Q4 | $38.2K | Buy |
455
+1
| +0.2% | +$84 | 0.01% | 327 |
|
|
2023
Q3 | $38K | Buy |
454
+1
| +0.2% | +$84 | 0.01% | 312 |
|
|
2023
Q2 | $37.5K | Buy |
453
+1
| +0.2% | +$83 | 0.01% | 298 |
|
|
2023
Q1 | $36.5K | Buy |
452
+1
| +0.2% | +$81 | 0.01% | 291 |
|
|
2022
Q4 | $35K | Hold |
451
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $31K | Sell |
451
-277
| -38% | -$19K | 0.01% | 254 |
|
|
2022
Q2 | $54K | Sell |
728
-117
| -14% | -$8.68K | 0.01% | 233 |
|
|
2022
Q1 | $75K | Buy |
845
+117
| +16% | +$10.4K | 0.03% | 182 |
|
|
2021
Q4 | $66K | Buy |
+728
| New | +$66K | 0.03% | 168 |
|