Guardian Wealth Advisors (North Carolina)’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92K | Hold |
27
| – | – | ﹤0.01% | 515 |
|
|
2025
Q1 | $3.48K | Buy |
27
+1
| +4% | +$129 | ﹤0.01% | 494 |
|
|
2024
Q4 | $3.48K | Sell |
26
-2
| -7% | -$268 | ﹤0.01% | 475 |
|
|
2024
Q3 | $3.84K | Hold |
28
| – | – | ﹤0.01% | 414 |
|
|
2024
Q2 | $3.44K | Sell |
28
-96
| -77% | -$11.8K | ﹤0.01% | 401 |
|
|
2024
Q1 | $15.6K | Sell |
124
-75
| -38% | -$9.46K | ﹤0.01% | 368 |
|
|
2023
Q4 | $22.7K | Sell |
199
-185
| -48% | -$21.1K | ﹤0.01% | 347 |
|
|
2023
Q3 | $38.9K | Sell |
384
-140
| -27% | -$14.2K | 0.01% | 311 |
|
|
2023
Q2 | $56.2K | Sell |
524
-150
| -22% | -$16.1K | 0.01% | 272 |
|
|
2023
Q1 | $68.2K | Buy |
674
+4
| +0.6% | +$405 | 0.01% | 251 |
|
|
2022
Q4 | $65.8K | Sell |
670
-70
| -9% | -$6.88K | 0.01% | 242 |
|
|
2022
Q3 | $61K | Hold |
740
| – | – | 0.01% | 228 |
|
|
2022
Q2 | $65K | Sell |
740
-14
| -2% | -$1.23K | 0.01% | 223 |
|
|
2022
Q1 | $78K | Sell |
754
-72
| -9% | -$7.45K | 0.03% | 181 |
|
|
2021
Q4 | $87K | Buy |
+826
| New | +$87K | 0.04% | 162 |
|