Guardian Wealth Advisors (North Carolina)’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.3K | Sell |
492
-458
| -48% | -$61.7K | ﹤0.01% | 384 |
|
|
2025
Q1 | $139K | Buy |
950
+419
| +79% | +$61.2K | 0.01% | 329 |
|
|
2024
Q4 | $73.1K | Buy |
531
+26
| +5% | +$3.58K | 0.01% | 350 |
|
|
2024
Q3 | $77.8K | Hold |
505
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $73.6K | Sell |
505
-277
| -35% | -$40.4K | 0.01% | 287 |
|
|
2024
Q1 | $116K | Sell |
782
-308
| -28% | -$45.5K | 0.01% | 280 |
|
|
2023
Q4 | $148K | Sell |
1,090
-151
| -12% | -$20.5K | 0.02% | 252 |
|
|
2023
Q3 | $161K | Sell |
1,241
-20
| -2% | -$2.6K | 0.03% | 243 |
|
|
2023
Q2 | $167K | Sell |
1,261
-12
| -0.9% | -$1.59K | 0.03% | 232 |
|
|
2023
Q1 | $165K | Sell |
1,273
-16
| -1% | -$2.07K | 0.03% | 222 |
|
|
2022
Q4 | $175K | Hold |
1,289
| – | – | 0.03% | 205 |
|
|
2022
Q3 | $156K | Buy |
1,289
+57
| +5% | +$6.9K | 0.03% | 196 |
|
|
2022
Q2 | $158K | Buy |
1,232
+713
| +137% | +$91.4K | 0.03% | 192 |
|
|
2022
Q1 | $71K | Hold |
519
| – | – | 0.03% | 184 |
|
|
2021
Q4 | $73K | Buy |
+519
| New | +$73K | 0.03% | 165 |
|