GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$166 | – | 453 |
|
|
2023
Q4 | $166 | Buy |
4
+3
| +300% | +$125 | ﹤0.01% | 438 |
|
|
2023
Q3 | $39 | Hold |
1
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $40 | Sell |
1
-8
| -89% | -$320 | ﹤0.01% | 414 |
|
|
2023
Q1 | $359 | Sell |
9
-5
| -36% | -$199 | ﹤0.01% | 405 |
|
|
2022
Q4 | $532 | Buy |
14
+5
| +56% | +$190 | ﹤0.01% | 366 |
|
|
2022
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 345 |
|
|
2022
Q2 | – | Sell |
-8
| Closed | – | – | 347 |
|
|
2022
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 246 |
|