Guardian Wealth Advisors (North Carolina)’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4K | Sell |
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|
2025
Q1 | $44.3K | Buy |
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|
2024
Q4 | $35.3K | Buy |
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|
2024
Q3 | $35.5K | Buy |
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|
2024
Q2 | $36.6K | Buy |
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|
2024
Q1 | $37.6K | Sell |
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|
2023
Q4 | $75.2K | Sell |
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|
2023
Q3 | $101K | Buy |
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|
2023
Q2 | $90K | Sell |
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|
2023
Q1 | $93.7K | Buy |
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|
2022
Q4 | $96.6K | Buy |
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|
2022
Q3 | $58K | Sell |
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|
2022
Q2 | $74K | Buy |
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|
2022
Q1 | $79K | Buy |
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|
2021
Q4 | $44K | Buy |
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