GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.1K | Hold |
372
| – | – | ﹤0.01% | 404 |
|
|
2025
Q1 | $47.6K | Hold |
372
| – | – | ﹤0.01% | 380 |
|
|
2024
Q4 | $49.2K | Buy |
372
+74
| +25% | +$9.78K | ﹤0.01% | 365 |
|
|
2024
Q3 | $43.4K | Hold |
298
| – | – | ﹤0.01% | 314 |
|
|
2024
Q2 | $40.9K | Hold |
298
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $40.9K | Hold |
298
| – | – | 0.01% | 330 |
|
|
2023
Q4 | $40.5K | Sell |
298
-117
| -28% | -$15.9K | 0.01% | 320 |
|
|
2023
Q3 | $50.8K | Hold |
415
| – | – | 0.01% | 291 |
|
|
2023
Q2 | $52.7K | Hold |
415
| – | – | 0.01% | 278 |
|
|
2023
Q1 | $53.6K | Sell |
415
-63
| -13% | -$8.14K | 0.01% | 262 |
|
|
2022
Q4 | $62.8K | Buy |
478
+117
| +32% | +$15.4K | 0.01% | 246 |
|
|
2022
Q3 | $42K | Hold |
361
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $42K | Buy |
+361
| New | +$42K | 0.01% | 240 |
|