GWANC
Guardian Wealth Advisors (North Carolina)’s iShares US Home Construction ETF ITB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25
| Closed | -$2.54K | – | 467 |
|
|
2023
Q4 | $2.54K | Hold |
25
| – | – | ﹤0.01% | 410 |
|
|
2023
Q3 | $1.97K | Hold |
25
| – | – | ﹤0.01% | 395 |
|
|
2023
Q2 | $2.14K | Sell |
25
-95
| -79% | -$8.12K | ﹤0.01% | 386 |
|
|
2023
Q1 | $8.44K | Sell |
120
-175
| -59% | -$12.3K | ﹤0.01% | 341 |
|
|
2022
Q4 | $17.9K | Hold |
295
| – | – | ﹤0.01% | 296 |
|
|
2022
Q3 | $15K | Sell |
295
-60
| -17% | -$3.05K | ﹤0.01% | 275 |
|
|
2022
Q2 | $19K | Sell |
355
-988
| -74% | -$52.9K | ﹤0.01% | 270 |
|
|
2022
Q1 | $80K | Sell |
1,343
-336
| -20% | -$20K | 0.03% | 177 |
|
|
2021
Q4 | $139K | Buy |
+1,679
| New | +$139K | 0.06% | 150 |
|