Guardian Wealth Advisors (North Carolina)’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $2.26K | Sell |
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|
2025
Q1 | $4.54K | Buy |
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|
2024
Q4 | $4.35K | Sell |
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|
2024
Q3 | $9.72K | Hold |
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|
2024
Q2 | $8.2K | Sell |
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|
2024
Q1 | $33.6K | Sell |
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|
2023
Q4 | $67.9K | Sell |
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|
2023
Q3 | $72.2K | Buy |
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|
2023
Q2 | $77.9K | Sell |
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|
2023
Q1 | $81.1K | Buy |
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|
2022
Q4 | $82.9K | Sell |
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|
2022
Q3 | $89K | Sell |
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|
2022
Q2 | $97K | Buy |
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|
2022
Q1 | $100K | Buy |
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|
2021
Q4 | $95K | Buy |
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