GWANC
Guardian Wealth Advisors (North Carolina)’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4K | Sell |
452
-23
| -5% | -$1.95K | ﹤0.01% | 415 |
|
|
2025
Q1 | $44.3K | Buy |
475
+63
| +15% | +$5.88K | ﹤0.01% | 384 |
|
|
2024
Q4 | $35.3K | Buy |
412
+7
| +2% | +$600 | ﹤0.01% | 385 |
|
|
2024
Q3 | $35.5K | Buy |
405
+4
| +1% | +$351 | ﹤0.01% | 326 |
|
|
2024
Q2 | $36.6K | Buy |
401
+2
| +0.5% | +$182 | ﹤0.01% | 320 |
|
|
2024
Q1 | $37.6K | Sell |
399
-467
| -54% | -$44K | ﹤0.01% | 338 |
|
|
2023
Q4 | $75.2K | Sell |
866
-246
| -22% | -$21.4K | 0.01% | 278 |
|
|
2023
Q3 | $101K | Buy |
1,112
+3
| +0.3% | +$271 | 0.02% | 259 |
|
|
2023
Q2 | $90K | Sell |
1,109
-22
| -2% | -$1.79K | 0.02% | 251 |
|
|
2023
Q1 | $93.7K | Buy |
1,131
+27
| +2% | +$2.24K | 0.02% | 238 |
|
|
2022
Q4 | $96.6K | Buy |
1,104
+295
| +36% | +$25.8K | 0.02% | 223 |
|
|
2022
Q3 | $58K | Sell |
809
-225
| -22% | -$16.1K | 0.01% | 230 |
|
|
2022
Q2 | $74K | Buy |
1,034
+2
| +0.2% | +$143 | 0.01% | 217 |
|
|
2022
Q1 | $79K | Buy |
1,032
+233
| +29% | +$17.8K | 0.03% | 178 |
|
|
2021
Q4 | $44K | Buy |
+799
| New | +$44K | 0.02% | 178 |
|