Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Sell |
573
-1,340
| -70% | -$70.2K | ﹤0.01% | 431 |
|
|
2025
Q1 | $95.3K | Buy |
1,913
+1,356
| +243% | +$67.5K | 0.01% | 353 |
|
|
2024
Q4 | $26.9K | Sell |
557
-32
| -5% | -$1.55K | ﹤0.01% | 398 |
|
|
2024
Q3 | $26.7K | Buy |
589
+2
| +0.3% | +$91 | ﹤0.01% | 341 |
|
|
2024
Q2 | $24.1K | Sell |
587
-2,288
| -80% | -$94.1K | ﹤0.01% | 336 |
|
|
2024
Q1 | $121K | Sell |
2,875
-2,277
| -44% | -$95.9K | 0.01% | 279 |
|
|
2023
Q4 | $191K | Sell |
5,152
-1,755
| -25% | -$65K | 0.03% | 246 |
|
|
2023
Q3 | $231K | Buy |
6,907
+16
| +0.2% | +$534 | 0.04% | 212 |
|
|
2023
Q2 | $232K | Sell |
6,891
-17
| -0.2% | -$573 | 0.04% | 206 |
|
|
2023
Q1 | $222K | Buy |
6,908
+13
| +0.2% | +$418 | 0.04% | 203 |
|
|
2022
Q4 | $236K | Buy |
6,895
+123
| +2% | +$4.21K | 0.05% | 179 |
|
|
2022
Q3 | $206K | Sell |
6,772
-628
| -8% | -$19.1K | 0.04% | 183 |
|
|
2022
Q2 | $233K | Sell |
7,400
-849
| -10% | -$26.7K | 0.04% | 169 |
|
|
2022
Q1 | $316K | Hold |
8,249
| – | – | 0.14% | 116 |
|
|
2021
Q4 | $322K | Buy |
+8,249
| New | +$322K | 0.14% | 114 |
|