GWM
Guardian Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-208
| Closed | -$19.4K | – | 221 |
|
|
2025
Q1 | $19.4K | Sell |
208
-32,784
| -99% | -$3.06M | 0.01% | 135 |
|
|
2024
Q4 | $2.83M | Buy |
32,992
+32,898
| +34,998% | +$2.82M | 1.93% | 16 |
|
|
2024
Q3 | $8.25K | Sell |
94
-3
| -3% | -$263 | 0.01% | 181 |
|
|
2024
Q2 | $8.85K | Hold |
97
| – | – | 0.01% | 174 |
|
|
2024
Q1 | $9.17K | Hold |
97
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $8.14K | Hold |
97
| – | – | 0.01% | 177 |
|
|
2023
Q3 | $8.78K | Hold |
97
| – | – | 0.01% | 166 |
|
|
2023
Q2 | $7.88K | Hold |
97
| – | – | 0.01% | 170 |
|
|
2023
Q1 | $8.04K | Hold |
97
| – | – | 0.01% | 173 |
|
|
2022
Q4 | $8.49K | Sell |
97
-205
| -68% | -$17.9K | 0.01% | 173 |
|
|
2022
Q3 | $22K | Sell |
302
-108
| -26% | -$7.87K | 0.02% | 134 |
|
|
2022
Q2 | $29K | Buy |
410
+4
| +1% | +$283 | 0.03% | 130 |
|
|
2022
Q1 | $31K | Buy |
406
+4
| +1% | +$305 | 0.03% | 137 |
|
|
2021
Q4 | $22K | Buy |
+402
| New | +$22K | 0.02% | 149 |
|