Guardian Wealth Advisors (North Carolina)’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14	Closed	-$1K	–	386
2022 Q3	$1K	Sell	14 -1,425	-99%	-$102K	﹤0.01%	328
2022 Q2	$93K	Hold	1,439	–	–	0.02%	206
2022 Q1	$111K	Hold	1,439	–	–	0.05%	169
2021 Q4	$119K	Buy	+1,439	New	+$119K	0.05%	154