Guardian Wealth Advisors (North Carolina)’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23K | Buy |
78
+1
| +1% | +$41 | ﹤0.01% | 519 |
|
|
2025
Q1 | $3.23K | Buy |
77
+3
| +4% | +$126 | ﹤0.01% | 495 |
|
|
2024
Q4 | $3K | Buy |
74
+3
| +4% | +$122 | ﹤0.01% | 479 |
|
|
2024
Q3 | $3.17K | Buy |
71
+2
| +3% | +$89 | ﹤0.01% | 419 |
|
|
2024
Q2 | $2.63K | Sell |
69
-19
| -22% | -$725 | ﹤0.01% | 408 |
|
|
2024
Q1 | $3.49K | Buy |
88
+53
| +151% | +$2.1K | ﹤0.01% | 416 |
|
|
2023
Q4 | $1.41K | Hold |
35
| – | – | ﹤0.01% | 417 |
|
|
2023
Q3 | $1.2K | Buy |
35
+3
| +9% | +$103 | ﹤0.01% | 398 |
|
|
2023
Q2 | $1.21K | Buy |
32
+2
| +7% | +$76 | ﹤0.01% | 396 |
|
|
2023
Q1 | $1.12K | Sell |
30
-212
| -88% | -$7.93K | ﹤0.01% | 390 |
|
|
2022
Q4 | $8.94K | Buy |
242
+27
| +13% | +$997 | ﹤0.01% | 319 |
|
|
2022
Q3 | $8K | Hold |
215
| – | – | ﹤0.01% | 296 |
|
|
2022
Q2 | $9K | Sell |
215
-209
| -49% | -$8.75K | ﹤0.01% | 295 |
|
|
2022
Q1 | $20K | Buy |
424
+209
| +97% | +$9.86K | 0.01% | 206 |
|
|
2021
Q4 | $11K | Buy |
+215
| New | +$11K | ﹤0.01% | 202 |
|