Guardian Wealth Advisors (North Carolina)’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23K | Buy |
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|
2025
Q1 | $3.23K | Buy |
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|
2024
Q4 | $3K | Buy |
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|
2024
Q3 | $3.17K | Buy |
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|
2024
Q2 | $2.63K | Sell |
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|
2024
Q1 | $3.49K | Buy |
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|
2023
Q4 | $1.41K | Hold |
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|
2023
Q3 | $1.2K | Buy |
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|
2023
Q2 | $1.21K | Buy |
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|
2023
Q1 | $1.12K | Sell |
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|
2022
Q4 | $8.94K | Buy |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $11K | Buy |
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