GWANC
Guardian Wealth Advisors (North Carolina)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Sell |
3,235
-62
| -2% | -$11.3K | 0.04% | 177 |
|
|
2025
Q1 | $571K | Buy |
3,297
+8
| +0.2% | +$1.39K | 0.05% | 165 |
|
|
2024
Q4 | $576K | Sell |
3,289
-493
| -13% | -$86.4K | 0.05% | 172 |
|
|
2024
Q3 | $678K | Sell |
3,782
-387
| -9% | -$69.3K | 0.07% | 132 |
|
|
2024
Q2 | $685K | Sell |
4,169
-1,242
| -23% | -$204K | 0.08% | 126 |
|
|
2024
Q1 | $916K | Sell |
5,411
-4,940
| -48% | -$837K | 0.11% | 107 |
|
|
2023
Q4 | $1.63M | Sell |
10,351
-269
| -3% | -$42.4K | 0.25% | 61 |
|
|
2023
Q3 | $1.5M | Buy |
10,620
+1,651
| +18% | +$234K | 0.26% | 61 |
|
|
2023
Q2 | $1.34M | Buy |
8,969
+1,552
| +21% | +$232K | 0.23% | 58 |
|
|
2023
Q1 | $1.07M | Buy |
7,417
+1,199
| +19% | +$173K | 0.19% | 70 |
|
|
2022
Q4 | $878K | Buy |
6,218
+2,669
| +75% | +$377K | 0.17% | 76 |
|
|
2022
Q3 | $455K | Buy |
3,549
+1,052
| +42% | +$135K | 0.08% | 112 |
|
|
2022
Q2 | $335K | Sell |
2,497
-1,387
| -36% | -$186K | 0.06% | 135 |
|
|
2022
Q1 | $612K | Buy |
3,884
+3,633
| +1,447% | +$572K | 0.26% | 69 |
|
|
2021
Q4 | $41K | Buy |
+251
| New | +$41K | 0.02% | 179 |
|