GWANC
Guardian Wealth Advisors (North Carolina)’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
3,016
| – | – | 0.02% | 311 |
|
|
2025
Q1 | $190K | Hold |
3,016
| – | – | 0.02% | 317 |
|
|
2024
Q4 | $191K | Hold |
3,016
| – | – | 0.02% | 313 |
|
|
2024
Q3 | $179K | Hold |
3,016
| – | – | 0.02% | 270 |
|
|
2024
Q2 | $170K | Sell |
3,016
-1,322
| -30% | -$74.6K | 0.02% | 260 |
|
|
2024
Q1 | $245K | Hold |
4,338
| – | – | 0.03% | 235 |
|
|
2023
Q4 | $234K | Sell |
4,338
-400
| -8% | -$21.5K | 0.04% | 222 |
|
|
2023
Q3 | $215K | Hold |
4,738
| – | – | 0.04% | 226 |
|
|
2023
Q2 | $215K | Hold |
4,738
| – | – | 0.04% | 216 |
|
|
2023
Q1 | $203K | Hold |
4,738
| – | – | 0.04% | 212 |
|
|
2022
Q4 | $183K | Hold |
4,738
| – | – | 0.04% | 203 |
|
|
2022
Q3 | $182K | Hold |
4,738
| – | – | 0.03% | 191 |
|
|
2022
Q2 | $191K | Buy |
4,738
+4,729
| +52,544% | +$191K | 0.03% | 189 |
|
|
2022
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 254 |
|
|
2021
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 241 |
|