Guardian Wealth Advisors (North Carolina)’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Sell |
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|
2025
Q1 | $95.3K | Buy |
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|
2024
Q4 | $26.9K | Sell |
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|
2024
Q3 | $26.7K | Buy |
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|
2024
Q2 | $24.1K | Sell |
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|
2024
Q1 | $121K | Sell |
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|
2023
Q4 | $191K | Sell |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $316K | Hold |
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|
2021
Q4 | $322K | Buy |
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