Guardian Wealth Advisors (North Carolina)’s SPDR S&P Retail ETF XRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.7K | Sell |
|
|||||
|
2025
Q1 | $34.8K | Sell |
|
|||||
|
2024
Q4 | $42.7K | Hold |
|
|||||
|
2024
Q3 | $41.7K | Sell |
|
|||||
|
2024
Q2 | $41.8K | Hold |
|
|||||
|
2024
Q1 | $44K | Sell |
|
|||||
|
2023
Q4 | $43.2K | Sell |
|
|||||
|
2023
Q3 | $39.4K | Hold |
|
|||||
|
2023
Q2 | $41.2K | Buy |
|
|||||
|
2023
Q1 | $39.3K | Sell |
|
|||||
|
2022
Q4 | $41.2K | Buy |
|