GWANC
Guardian Wealth Advisors (North Carolina)’s First Trust Nasdaq Bank ETF FTXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32K | Hold |
40
| – | – | ﹤0.01% | 532 |
|
|
2025
Q1 | $1.22K | Hold |
40
| – | – | ﹤0.01% | 510 |
|
|
2024
Q4 | $1.27K | Hold |
40
| – | – | ﹤0.01% | 493 |
|
|
2024
Q3 | $1.16K | Hold |
40
| – | – | ﹤0.01% | 431 |
|
|
2024
Q2 | $1.06K | Hold |
40
| – | – | ﹤0.01% | 419 |
|
|
2024
Q1 | $1.09K | Hold |
40
| – | – | ﹤0.01% | 436 |
|
|
2023
Q4 | $1.01K | Hold |
40
| – | – | ﹤0.01% | 424 |
|
|
2023
Q3 | $827 | Sell |
40
-80
| -67% | -$1.65K | ﹤0.01% | 405 |
|
|
2023
Q2 | $2.55K | Hold |
120
| – | – | ﹤0.01% | 385 |
|
|
2023
Q1 | $2.55K | Hold |
120
| – | – | ﹤0.01% | 376 |
|
|
2022
Q4 | $3.14K | Sell |
120
-12
| -9% | -$314 | ﹤0.01% | 344 |
|
|
2022
Q3 | $3K | Hold |
132
| – | – | ﹤0.01% | 318 |
|
|
2022
Q2 | $3K | Hold |
132
| – | – | ﹤0.01% | 328 |
|
|
2022
Q1 | $4K | Sell |
132
-114
| -46% | -$3.46K | ﹤0.01% | 228 |
|
|
2021
Q4 | $8K | Buy |
+246
| New | +$8K | ﹤0.01% | 210 |
|