GWANC
Guardian Wealth Advisors (North Carolina)’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Buy |
1,304
+6
| +0.5% | +$815 | 0.01% | 334 |
|
|
2025
Q1 | $176K | Buy |
1,298
+5
| +0.4% | +$678 | 0.01% | 318 |
|
|
2024
Q4 | $171K | Buy |
1,293
+1,183
| +1,075% | +$156K | 0.01% | 317 |
|
|
2024
Q3 | $15.6K | Hold |
110
| – | – | ﹤0.01% | 363 |
|
|
2024
Q2 | $14K | Sell |
110
-98
| -47% | -$12.5K | ﹤0.01% | 357 |
|
|
2024
Q1 | $27.3K | Buy |
208
+35
| +20% | +$4.59K | ﹤0.01% | 349 |
|
|
2023
Q4 | $21.6K | Sell |
173
-233
| -57% | -$29.1K | ﹤0.01% | 350 |
|
|
2023
Q3 | $46.7K | Hold |
406
| – | – | 0.01% | 298 |
|
|
2023
Q2 | $49.8K | Hold |
406
| – | – | 0.01% | 283 |
|
|
2023
Q1 | $50.2K | Hold |
406
| – | – | 0.01% | 267 |
|
|
2022
Q4 | $50.8K | Buy |
406
+82
| +25% | +$10.3K | 0.01% | 254 |
|
|
2022
Q3 | $36K | Buy |
324
+73
| +29% | +$8.11K | 0.01% | 250 |
|
|
2022
Q2 | $30K | Buy |
251
+151
| +151% | +$18K | 0.01% | 253 |
|
|
2022
Q1 | $13K | Hold |
100
| – | – | 0.01% | 211 |
|
|
2021
Q4 | $13K | Buy |
+100
| New | +$13K | 0.01% | 197 |
|