Guardian Wealth Management, Inc. XLE Holdings History
Guardian Wealth Management, Inc.'s The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Guardian Wealth Management, Inc. held 208.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $19,440.00. This investment constitutes 0.01% of their stock portfolio, and Guardian Wealth Management, Inc. now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2021Q4. And since then Guardian Wealth Management, Inc. has made 3 purchases of XLE, at an average price of $90.47, for a total of 33,308.00 shares. In addition, there have been 4 sales at an average price of $90.10 for 33,100.00 shares. Based on historical transaction data and XLE's current price of $86.66, Guardian Wealth Management, Inc.'s estimated gain on his XLE holdings is $-13,294.73, reflecting a -0.44% gain to date.
Guardian Wealth Management, Inc. XLE ($86.66) Holding Chart
Guardian Wealth Management, Inc. XLE ($86.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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