GWANC
Guardian Wealth Advisors (North Carolina)’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242 | Hold |
5
| – | – | ﹤0.01% | 545 |
|
|
2025
Q1 | $203 | Hold |
5
| – | – | ﹤0.01% | 525 |
|
|
2024
Q4 | $225 | Hold |
5
| – | – | ﹤0.01% | 508 |
|
|
2024
Q3 | $219 | Sell |
5
-175
| -97% | -$7.67K | ﹤0.01% | 445 |
|
|
2024
Q2 | $7.62K | Hold |
180
| – | – | ﹤0.01% | 377 |
|
|
2024
Q1 | $8.14K | Hold |
180
| – | – | ﹤0.01% | 393 |
|
|
2023
Q4 | $8.2K | Hold |
180
| – | – | ﹤0.01% | 387 |
|
|
2023
Q3 | $7.29K | Buy |
180
+175
| +3,500% | +$7.09K | ﹤0.01% | 367 |
|
|
2023
Q2 | $228 | Hold |
5
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $213 | Hold |
5
| – | – | ﹤0.01% | 409 |
|
|
2022
Q4 | $179 | Hold |
5
| – | – | ﹤0.01% | 374 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 364 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 380 |
|