Guardian Wealth Advisors (North Carolina)’s First Trust Securitized Plus ETF DEED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,043
| Closed | -$63K | – | 442 |
|
|
2024
Q1 | $63K | Sell |
3,043
-2,859
| -48% | -$59.2K | 0.01% | 303 |
|
|
2023
Q4 | $125K | Hold |
5,902
| – | – | 0.02% | 260 |
|
|
2023
Q3 | $118K | Sell |
5,902
-1,619
| -22% | -$32.3K | 0.02% | 255 |
|
|
2023
Q2 | $161K | Sell |
7,521
-235
| -3% | -$5.02K | 0.03% | 234 |
|
|
2023
Q1 | $168K | Sell |
7,756
-961
| -11% | -$20.9K | 0.03% | 221 |
|
|
2022
Q4 | $184K | Sell |
8,717
-109
| -1% | -$2.3K | 0.04% | 202 |
|
|
2022
Q3 | $189K | Hold |
8,826
| – | – | 0.04% | 190 |
|
|
2022
Q2 | $201K | Sell |
8,826
-742
| -8% | -$16.9K | 0.04% | 185 |
|
|
2022
Q1 | $231K | Sell |
9,568
-4,817
| -33% | -$116K | 0.1% | 152 |
|
|
2021
Q4 | $370K | Buy |
+14,385
| New | +$370K | 0.16% | 111 |
|