GWANC
CRUZ

Guardian Wealth Advisors (North Carolina)’s Defiance Hotel, Airline, and Cruise ETF CRUZ Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio CRUZ Stock Details CRUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$48.5K Sell
2023
Q2 		$60.4K Hold
2023
Q1 		$50.9K Hold
2022
Q4 		$45K Sell
2022
Q3 		$40K Buy
2022
Q2 		$42K Sell
2022
Q1 		$60K Buy
2021
Q4 		$26K Buy