A detailed history of Guardian Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 82 shares of XLK stock, worth $19,677. This represents 0.0% of its overall portfolio holdings.

Number of Shares
82
Previous 43 90.7%
Holding current value
$19,677
Previous $9,000 111.11%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$220.26 - $241.44 $8,590 - $9,416
39 Added 90.7%
82 $19,000
Q3 2024

Nov 14, 2024

BUY
$197.34 - $237.68 $1,381 - $1,663
7 Added 19.44%
43 $9,000
Q2 2024

Aug 14, 2024

SELL
$192.53 - $231.41 $44,474 - $53,455
-231 Reduced 86.52%
36 $8,000
Q1 2024

May 15, 2024

SELL
$184.12 - $211.02 $2,945 - $3,376
-16 Reduced 5.65%
267 $55,000
Q4 2023

Feb 14, 2024

BUY
$160.19 - $193.07 $800 - $965
5 Added 1.8%
283 $54,000
Q3 2023

Nov 14, 2023

BUY
$161.97 - $180.26 $971 - $1,081
6 Added 2.21%
278 $45,000
Q2 2023

Aug 14, 2023

BUY
$143.97 - $174.63 $431 - $523
3 Added 1.12%
272 $47,000
Q3 2022

Nov 14, 2022

BUY
$118.78 - $151.56 $3,800 - $4,849
32 Added 13.5%
269 $32,000
Q2 2022

Aug 15, 2022

BUY
$123.49 - $161.47 $29,267 - $38,268
237 New
237 $30,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.