GWANC
Guardian Wealth Advisors (North Carolina)’s SPDR S&P Retail ETF XRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.7K | Sell |
463
-40
| -8% | -$3.08K | ﹤0.01% | 422 |
|
|
2025
Q1 | $34.8K | Sell |
503
-34
| -6% | -$2.35K | ﹤0.01% | 403 |
|
|
2024
Q4 | $42.7K | Hold |
537
| – | – | ﹤0.01% | 370 |
|
|
2024
Q3 | $41.7K | Sell |
537
-20
| -4% | -$1.55K | ﹤0.01% | 318 |
|
|
2024
Q2 | $41.8K | Hold |
557
| – | – | ﹤0.01% | 307 |
|
|
2024
Q1 | $44K | Sell |
557
-40
| -7% | -$3.16K | 0.01% | 326 |
|
|
2023
Q4 | $43.2K | Sell |
597
-50
| -8% | -$3.62K | 0.01% | 313 |
|
|
2023
Q3 | $39.4K | Hold |
647
| – | – | 0.01% | 310 |
|
|
2023
Q2 | $41.2K | Buy |
647
+28
| +5% | +$1.79K | 0.01% | 296 |
|
|
2023
Q1 | $39.3K | Sell |
619
-62
| -9% | -$3.93K | 0.01% | 285 |
|
|
2022
Q4 | $41.2K | Buy |
+681
| New | +$41.2K | 0.01% | 266 |
|