GWANC
Guardian Wealth Advisors (North Carolina)’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.11K | Hold |
200
| – | – | ﹤0.01% | 497 |
|
|
2025
Q1 | $7.04K | Hold |
200
| – | – | ﹤0.01% | 472 |
|
|
2024
Q4 | $7.31K | Hold |
200
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $7.16K | Sell |
200
-200
| -50% | -$7.16K | ﹤0.01% | 393 |
|
|
2024
Q2 | $14.1K | Hold |
400
| – | – | ﹤0.01% | 355 |
|
|
2024
Q1 | $13.8K | Sell |
400
-121
| -23% | -$4.18K | ﹤0.01% | 375 |
|
|
2023
Q4 | $17.1K | Sell |
521
-125
| -19% | -$4.1K | ﹤0.01% | 360 |
|
|
2023
Q3 | $20.3K | Hold |
646
| – | – | ﹤0.01% | 333 |
|
|
2023
Q2 | $21.7K | Hold |
646
| – | – | ﹤0.01% | 318 |
|
|
2023
Q1 | $21.3K | Sell |
646
-1,466
| -69% | -$48.3K | ﹤0.01% | 312 |
|
|
2022
Q4 | $74K | Sell |
2,112
-7,343
| -78% | -$257K | 0.01% | 235 |
|
|
2022
Q3 | $316K | Sell |
9,455
-605
| -6% | -$20.2K | 0.06% | 142 |
|
|
2022
Q2 | $341K | Sell |
10,060
-786
| -7% | -$26.6K | 0.06% | 133 |
|
|
2022
Q1 | $398K | Sell |
10,846
-3,862
| -26% | -$142K | 0.17% | 102 |
|
|
2021
Q4 | $556K | Buy |
+14,708
| New | +$556K | 0.24% | 77 |
|