Guardian Wealth Advisors (North Carolina)’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.46K Sell
60
-324
-84% -$34.9K ﹤0.01% 501
2025
Q1
$37.1K Buy
384
+333
+653% +$32.2K ﹤0.01% 400
2024
Q4
$4.97K Sell
51
-8
-14% -$780 ﹤0.01% 464
2024
Q3
$5.36K Buy
59
+2
+4% +$182 ﹤0.01% 406
2024
Q2
$4.9K Sell
57
-326
-85% -$28K ﹤0.01% 392
2024
Q1
$31.3K Sell
383
-42
-10% -$3.43K ﹤0.01% 343
2023
Q4
$30.9K Sell
425
-60
-12% -$4.36K ﹤0.01% 335
2023
Q3
$31.8K Sell
485
-150
-24% -$9.84K 0.01% 319
2023
Q2
$41.3K Sell
635
-275
-30% -$17.9K 0.01% 294
2023
Q1
$52.8K Buy
910
+451
+98% +$26.1K 0.01% 263
2022
Q4
$22K Hold
459
﹤0.01% 290
2022
Q3
$22K Buy
+459
New +$22K ﹤0.01% 266