GWANC
Guardian Wealth Advisors (North Carolina)’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20
| Closed | -$1.26K | – | 558 |
|
|
2025
Q1 | $1.26K | Sell |
20
-15
| -43% | -$941 | ﹤0.01% | 507 |
|
|
2024
Q4 | $2.29K | Sell |
35
-79
| -69% | -$5.16K | ﹤0.01% | 484 |
|
|
2024
Q3 | $6.68K | Hold |
114
| – | – | ﹤0.01% | 397 |
|
|
2024
Q2 | $6.1K | Sell |
114
-100
| -47% | -$5.35K | ﹤0.01% | 383 |
|
|
2024
Q1 | $11.5K | Sell |
214
-165
| -44% | -$8.85K | ﹤0.01% | 383 |
|
|
2023
Q4 | $18.6K | Sell |
379
-68
| -15% | -$3.35K | ﹤0.01% | 354 |
|
|
2023
Q3 | $17.9K | Hold |
447
| – | – | ﹤0.01% | 336 |
|
|
2023
Q2 | $18.3K | Buy |
447
+25
| +6% | +$1.03K | ﹤0.01% | 324 |
|
|
2023
Q1 | $17.7K | Buy |
422
+110
| +35% | +$4.62K | ﹤0.01% | 317 |
|
|
2022
Q4 | $16.1K | Hold |
312
| – | – | ﹤0.01% | 299 |
|
|
2022
Q3 | $15K | Buy |
+312
| New | +$15K | ﹤0.01% | 276 |
|