GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-565
| Closed | -$62.4K | – | 459 |
|
|
2023
Q3 | $62.4K | Hold |
565
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $62.4K | Hold |
565
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $62.4K | Sell |
565
-195
| -26% | -$21.5K | 0.01% | 254 |
|
|
2022
Q4 | $83.5K | Buy |
760
+2
| +0.3% | +$220 | 0.02% | 227 |
|
|
2022
Q3 | $83K | Buy |
758
+1
| +0.1% | +$109 | 0.02% | 218 |
|
|
2022
Q2 | $83K | Hold |
757
| – | – | 0.02% | 209 |
|
|
2022
Q1 | $83K | Sell |
757
-199
| -21% | -$21.8K | 0.04% | 175 |
|
|
2021
Q4 | $106K | Buy |
+956
| New | +$106K | 0.05% | 156 |
|