GWANC
Guardian Wealth Advisors (North Carolina)’s Canterbury Park Holding Corp CPHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Buy |
42,982
+133
| +0.3% | +$2.52K | 0.06% | 162 |
|
|
2025
Q1 | $785K | Buy |
42,849
+110
| +0.3% | +$2.02K | 0.06% | 147 |
|
|
2024
Q4 | $876K | Buy |
42,739
+153
| +0.4% | +$3.14K | 0.07% | 142 |
|
|
2024
Q3 | $822K | Buy |
42,586
+140
| +0.3% | +$2.7K | 0.09% | 120 |
|
|
2024
Q2 | $927K | Buy |
42,446
+132
| +0.3% | +$2.88K | 0.11% | 103 |
|
|
2024
Q1 | $988K | Sell |
42,314
-7,499
| -15% | -$175K | 0.12% | 101 |
|
|
2023
Q4 | $1.02M | Sell |
49,813
-869
| -2% | -$17.8K | 0.15% | 82 |
|
|
2023
Q3 | $1.01M | Buy |
+50,682
| New | +$1.01M | 0.17% | 77 |
|