GWA
Guidant Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-557
| Closed | -$15K | – | 298 |
|
|
2018
Q1 | $15K | Hold |
557
| – | – | 0.01% | 133 |
|
|
2017
Q4 | $15K | Sell |
557
-343
| -38% | -$9.24K | 0.01% | 134 |
|
|
2017
Q3 | $23K | Hold |
900
| – | – | 0.02% | 108 |
|
|
2017
Q2 | $22K | Hold |
900
| – | – | 0.01% | 152 |
|
|
2017
Q1 | $21K | Hold |
900
| – | – | 0.01% | 138 |
|
|
2016
Q4 | $21K | Hold |
900
| – | – | 0.01% | 125 |
|
|
2016
Q3 | $17K | Buy |
+900
| New | +$17K | 0.01% | 134 |
|