Guardian Wealth Advisors (North Carolina)’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,000
Closed -$57.3K 442
2023
Q1
$57.3K Hold
2,000
0.01% 261
2022
Q4
$54.1K Hold
2,000
0.01% 251
2022
Q3
$60K Hold
2,000
0.01% 229
2022
Q2
$66K Buy
+2,000
New +$66K 0.01% 222