Guardian Wealth Advisors (North Carolina)’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
2,969
+3
| +0.1% | +$233 | 0.02% | 308 |
|
|
2025
Q1 | $208K | Hold |
2,966
| – | – | 0.02% | 308 |
|
|
2024
Q4 | $223K | Buy |
2,966
+17
| +0.6% | +$1.28K | 0.02% | 298 |
|
|
2024
Q3 | $214K | Buy |
+2,949
| New | +$214K | 0.02% | 258 |
|
|
2024
Q2 | – | Sell |
-2,944
| Closed | -$206K | – | 454 |
|
|
2024
Q1 | $206K | Buy |
+2,944
| New | +$206K | 0.03% | 264 |
|
|
2022
Q2 | – | Sell |
-3,615
| Closed | -$220K | – | 367 |
|
|
2022
Q1 | $220K | Sell |
3,615
-17,107
| -83% | -$1.04M | 0.09% | 156 |
|
|
2021
Q4 | $1.41M | Buy |
+20,722
| New | +$1.41M | 0.6% | 38 |
|