Guardian Wealth Advisors (North Carolina)’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06K | Sell |
23
-151
| -87% | -$33.2K | ﹤0.01% | 509 |
|
|
2025
Q1 | $34.4K | Buy |
174
+156
| +867% | +$30.8K | ﹤0.01% | 405 |
|
|
2024
Q4 | $4.08K | Sell |
18
-12
| -40% | -$2.72K | ﹤0.01% | 470 |
|
|
2024
Q3 | $6.04K | Buy |
30
+2
| +7% | +$403 | ﹤0.01% | 399 |
|
|
2024
Q2 | $5.13K | Sell |
28
-190
| -87% | -$34.8K | ﹤0.01% | 389 |
|
|
2024
Q1 | $40.1K | Sell |
218
-283
| -56% | -$52.1K | ﹤0.01% | 333 |
|
|
2023
Q4 | $87K | Sell |
501
-16
| -3% | -$2.78K | 0.01% | 273 |
|
|
2023
Q3 | $85.7K | Buy |
517
+2
| +0.4% | +$331 | 0.01% | 265 |
|
|
2023
Q2 | $87.5K | Buy |
515
+2
| +0.4% | +$340 | 0.02% | 252 |
|
|
2023
Q1 | $76.7K | Sell |
513
-77
| -13% | -$11.5K | 0.01% | 245 |
|
|
2022
Q4 | $76.2K | Hold |
590
| – | – | 0.01% | 232 |
|
|
2022
Q3 | $84K | Sell |
590
-169
| -22% | -$24.1K | 0.02% | 217 |
|
|
2022
Q2 | $104K | Buy |
759
+235
| +45% | +$32.2K | 0.02% | 202 |
|
|
2022
Q1 | $97K | Sell |
524
-30
| -5% | -$5.55K | 0.04% | 172 |
|
|
2021
Q4 | $113K | Buy |
+554
| New | +$113K | 0.05% | 155 |
|