Guardian Wealth Advisors (North Carolina)’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26K | Sell |
28
-30
| -52% | -$2.42K | ﹤0.01% | 525 |
|
|
2025
Q1 | $4.54K | Buy |
58
+1
| +2% | +$78 | ﹤0.01% | 488 |
|
|
2024
Q4 | $4.35K | Sell |
57
-63
| -53% | -$4.81K | ﹤0.01% | 468 |
|
|
2024
Q3 | $9.72K | Hold |
120
| – | – | ﹤0.01% | 388 |
|
|
2024
Q2 | $8.2K | Sell |
120
-392
| -77% | -$26.8K | ﹤0.01% | 375 |
|
|
2024
Q1 | $33.6K | Sell |
512
-565
| -52% | -$37.1K | ﹤0.01% | 341 |
|
|
2023
Q4 | $67.9K | Sell |
1,077
-118
| -10% | -$7.44K | 0.01% | 282 |
|
|
2023
Q3 | $72.2K | Buy |
1,195
+4
| +0.3% | +$242 | 0.01% | 272 |
|
|
2023
Q2 | $77.9K | Sell |
1,191
-7
| -0.6% | -$458 | 0.01% | 257 |
|
|
2023
Q1 | $81.1K | Buy |
1,198
+22
| +2% | +$1.49K | 0.01% | 244 |
|
|
2022
Q4 | $82.9K | Sell |
1,176
-175
| -13% | -$12.3K | 0.02% | 229 |
|
|
2022
Q3 | $89K | Sell |
1,351
-29
| -2% | -$1.91K | 0.02% | 214 |
|
|
2022
Q2 | $97K | Buy |
1,380
+31
| +2% | +$2.18K | 0.02% | 204 |
|
|
2022
Q1 | $100K | Buy |
1,349
+17
| +1% | +$1.26K | 0.04% | 171 |
|
|
2021
Q4 | $95K | Buy |
+1,332
| New | +$95K | 0.04% | 161 |
|