Guardian Wealth Advisors (North Carolina)’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Sell |
84
-306
| -78% | -$77.9K | ﹤0.01% | 445 |
|
|
2025
Q1 | $80.6K | Buy |
390
+308
| +376% | +$63.7K | 0.01% | 358 |
|
|
2024
Q4 | $19.1K | Buy |
82
+39
| +91% | +$9.11K | ﹤0.01% | 414 |
|
|
2024
Q3 | $9.77K | Buy |
43
+7
| +19% | +$1.59K | ﹤0.01% | 387 |
|
|
2024
Q2 | $8.19K | Sell |
36
-231
| -87% | -$52.6K | ﹤0.01% | 376 |
|
|
2024
Q1 | $55.6K | Sell |
267
-16
| -6% | -$3.33K | 0.01% | 314 |
|
|
2023
Q4 | $54.5K | Buy |
283
+5
| +2% | +$963 | 0.01% | 298 |
|
|
2023
Q3 | $45.6K | Buy |
278
+6
| +2% | +$984 | 0.01% | 299 |
|
|
2023
Q2 | $47.3K | Buy |
272
+3
| +1% | +$522 | 0.01% | 287 |
|
|
2023
Q1 | $40.6K | Hold |
269
| – | – | 0.01% | 283 |
|
|
2022
Q4 | $33.5K | Hold |
269
| – | – | 0.01% | 274 |
|
|
2022
Q3 | $32K | Buy |
269
+32
| +14% | +$3.81K | 0.01% | 253 |
|
|
2022
Q2 | $30K | Buy |
+237
| New | +$30K | 0.01% | 254 |
|