GWANC
Guardian Wealth Advisors (North Carolina)’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.2K | Buy |
437
+222
| +103% | +$28.5K | ﹤0.01% | 393 |
|
|
2025
Q1 | $25K | Buy |
215
+12
| +6% | +$1.4K | ﹤0.01% | 423 |
|
|
2024
Q4 | $23.8K | Buy |
203
+19
| +10% | +$2.23K | ﹤0.01% | 403 |
|
|
2024
Q3 | $22K | Buy |
184
+125
| +212% | +$15K | ﹤0.01% | 349 |
|
|
2024
Q2 | $6.66K | Buy |
59
+31
| +111% | +$3.5K | ﹤0.01% | 379 |
|
|
2024
Q1 | $3.08K | Sell |
28
-1
| -3% | -$110 | ﹤0.01% | 423 |
|
|
2023
Q4 | $2.95K | Hold |
29
| – | – | ﹤0.01% | 408 |
|
|
2023
Q3 | $2.65K | Hold |
29
| – | – | ﹤0.01% | 391 |
|
|
2023
Q2 | $2.75K | Buy |
29
+28
| +2,800% | +$2.66K | ﹤0.01% | 381 |
|
|
2023
Q1 | $91 | Sell |
1
-1,691
| -100% | -$154K | ﹤0.01% | 410 |
|
|
2022
Q4 | $144K | Buy |
1,692
+10
| +0.6% | +$849 | 0.03% | 209 |
|
|
2022
Q3 | $131K | Sell |
1,682
-1,039
| -38% | -$80.9K | 0.02% | 202 |
|
|
2022
Q2 | $228K | Buy |
+2,721
| New | +$228K | 0.04% | 172 |
|