GWANC
SLY

Guardian Wealth Advisors (North Carolina)’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-167
Closed -$14K 443
2023
Q1
$14K Hold
167
﹤0.01% 323
2022
Q4
$13.7K Hold
167
﹤0.01% 304
2022
Q3
$13K Buy
167
+32
+24% +$2.49K ﹤0.01% 282
2022
Q2
$11K Buy
+135
New +$11K ﹤0.01% 287