GWANC
Guardian Wealth Advisors (North Carolina)’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,351
| Closed | -$1.32M | – | 529 |
|
|
2024
Q4 | $1.32M | Sell |
27,351
-211
| -0.8% | -$10.2K | 0.1% | 110 |
|
|
2024
Q3 | $1.3M | Buy |
27,562
+723
| +3% | +$34.1K | 0.14% | 85 |
|
|
2024
Q2 | $1.29M | Sell |
26,839
-3,630
| -12% | -$174K | 0.15% | 83 |
|
|
2024
Q1 | $1.45M | Sell |
30,469
-1,560
| -5% | -$74K | 0.18% | 79 |
|
|
2023
Q4 | $1.36M | Sell |
32,029
-1,281
| -4% | -$54.5K | 0.21% | 69 |
|
|
2023
Q3 | $1.41M | Buy |
33,310
+256
| +0.8% | +$10.8K | 0.24% | 64 |
|
|
2023
Q2 | $1.3M | Buy |
33,054
+4,140
| +14% | +$162K | 0.22% | 60 |
|
|
2023
Q1 | $1.12M | Sell |
28,914
-2,278
| -7% | -$88K | 0.2% | 66 |
|
|
2022
Q4 | $1.19M | Buy |
31,192
+39
| +0.1% | +$1.49K | 0.23% | 57 |
|
|
2022
Q3 | $1.14M | Sell |
31,153
-143
| -0.5% | -$5.23K | 0.21% | 56 |
|
|
2022
Q2 | $1.08M | Buy |
+31,296
| New | +$1.08M | 0.2% | 61 |
|