GWANC
Guardian Wealth Advisors (North Carolina)’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $620 | Hold |
10
| – | – | ﹤0.01% | 538 |
|
2025
Q1 | $566 | Hold |
10
| – | – | ﹤0.01% | 517 |
|
2024
Q4 | $586 | Buy |
+10
| New | +$586 | ﹤0.01% | 500 |
|
2022
Q3 | – | Sell |
-298
| Closed | -$14K | – | 349 |
|
2022
Q2 | $14K | Hold |
298
| – | – | ﹤0.01% | 279 |
|
2022
Q1 | $17K | Sell |
298
-78
| -21% | -$4.45K | 0.01% | 209 |
|
2021
Q4 | $22K | Buy |
+376
| New | +$22K | 0.01% | 193 |
|