GWMR
GC Wealth Management RIA’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
19,779
-16,015
| -45% | -$1.61M | 0.16% | 137 |
|
|
2025
Q1 | $3.66M | Sell |
35,794
-1,049
| -3% | -$107K | 0.67% | 34 |
|
|
2024
Q4 | $3.67M | Sell |
36,843
-3,411
| -8% | -$340K | 0.64% | 33 |
|
|
2024
Q3 | $4.3M | Sell |
40,254
-2,527
| -6% | -$270K | 0.75% | 26 |
|
|
2024
Q2 | $4.11M | Sell |
42,781
-647
| -1% | -$62.2K | 0.81% | 26 |
|
|
2024
Q1 | $4.4M | Sell |
43,428
-633
| -1% | -$64.2K | 0.88% | 22 |
|
|
2023
Q4 | $4.19M | Buy |
+44,061
| New | +$4.19M | 1.89% | 9 |
|