GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-57
| Closed | -$2.67K | – | 450 |
|
|
2024
Q1 | $2.67K | Sell |
57
-255
| -82% | -$12K | ﹤0.01% | 425 |
|
|
2023
Q4 | $13.7K | Buy |
312
+1
| +0.3% | +$44 | ﹤0.01% | 368 |
|
|
2023
Q3 | $12.1K | Hold |
311
| – | – | ﹤0.01% | 349 |
|
|
2023
Q2 | $12.9K | Buy |
311
+1
| +0.3% | +$41 | ﹤0.01% | 333 |
|
|
2023
Q1 | $12.1K | Hold |
310
| – | – | ﹤0.01% | 329 |
|
|
2022
Q4 | $11.2K | Sell |
310
-398
| -56% | -$14.3K | ﹤0.01% | 313 |
|
|
2022
Q3 | $25K | Sell |
708
-187
| -21% | -$6.6K | ﹤0.01% | 262 |
|
|
2022
Q2 | $32K | Buy |
895
+401
| +81% | +$14.3K | 0.01% | 251 |
|
|
2022
Q1 | $22K | Hold |
494
| – | – | 0.01% | 205 |
|
|
2021
Q4 | $25K | Buy |
+494
| New | +$25K | 0.01% | 190 |
|