Guardian Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-446
| Closed | -$92.1K | – | 222 |
|
|
2025
Q1 | $92.1K | Hold |
446
| – | – | 0.06% | 83 |
|
|
2024
Q4 | $104K | Sell |
446
-153
| -26% | -$35.6K | 0.07% | 82 |
|
|
2024
Q3 | $135K | Sell |
599
-31
| -5% | -$7K | 0.1% | 73 |
|
|
2024
Q2 | $143K | Buy |
630
+1
| +0.2% | +$226 | 0.11% | 72 |
|
|
2024
Q1 | $131K | Hold |
629
| – | – | 0.1% | 77 |
|
|
2023
Q4 | $121K | Buy |
629
+1
| +0.2% | +$192 | 0.1% | 78 |
|
|
2023
Q3 | $103K | Sell |
628
-11
| -2% | -$1.8K | 0.1% | 85 |
|
|
2023
Q2 | $111K | Buy |
639
+1
| +0.2% | +$174 | 0.1% | 81 |
|
|
2023
Q1 | $96.3K | Sell |
638
-60
| -9% | -$9.06K | 0.09% | 84 |
|
|
2022
Q4 | $86.9K | Buy |
698
+1
| +0.1% | +$125 | 0.09% | 94 |
|
|
2022
Q3 | $83K | Buy |
697
+1
| +0.1% | +$119 | 0.09% | 85 |
|
|
2022
Q2 | $89K | Buy |
696
+1
| +0.1% | +$128 | 0.1% | 85 |
|
|
2022
Q1 | $110K | Buy |
695
+1
| +0.1% | +$158 | 0.11% | 89 |
|
|
2021
Q4 | $121K | Buy |
+694
| New | +$121K | 0.12% | 80 |
|