GWANC
Guardian Wealth Advisors (North Carolina)’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
121,462
-1,373
| -1% | -$33.9K | 0.21% | 68 |
|
|
2025
Q1 | $3.13M | Buy |
122,835
+172
| +0.1% | +$4.39K | 0.25% | 61 |
|
|
2024
Q4 | $2.94M | Buy |
122,663
+10,034
| +9% | +$240K | 0.23% | 62 |
|
|
2024
Q3 | $2.67M | Buy |
112,629
+3,329
| +3% | +$78.9K | 0.28% | 49 |
|
|
2024
Q2 | $2.61M | Buy |
109,300
+12,747
| +13% | +$305K | 0.31% | 45 |
|
|
2024
Q1 | $2.29M | Buy |
96,553
+5,074
| +6% | +$120K | 0.28% | 50 |
|
|
2023
Q4 | $2.05M | Buy |
91,479
+12,042
| +15% | +$270K | 0.31% | 49 |
|
|
2023
Q3 | $1.91M | Buy |
79,437
+929
| +1% | +$22.3K | 0.32% | 45 |
|
|
2023
Q2 | $1.79M | Buy |
78,508
+10,681
| +16% | +$243K | 0.31% | 40 |
|
|
2023
Q1 | $1.59M | Sell |
67,827
-3
| -0% | -$70 | 0.28% | 46 |
|
|
2022
Q4 | $1.66M | Sell |
67,830
-707
| -1% | -$17.3K | 0.32% | 37 |
|
|
2022
Q3 | $1.74M | Sell |
68,537
-198
| -0.3% | -$5.02K | 0.32% | 32 |
|
|
2022
Q2 | $1.84M | Buy |
68,735
+8,535
| +14% | +$228K | 0.34% | 29 |
|
|
2022
Q1 | $1.71M | Sell |
60,200
-7,132
| -11% | -$203K | 0.74% | 22 |
|
|
2021
Q4 | $1.55M | Buy |
+67,332
| New | +$1.55M | 0.67% | 33 |
|