GWANC
Guardian Wealth Advisors (North Carolina)’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12K | Hold |
13
| – | – | ﹤0.01% | 520 |
|
|
2025
Q1 | $2.46K | Buy |
13
+10
| +333% | +$1.89K | ﹤0.01% | 500 |
|
|
2024
Q4 | $657 | Hold |
3
| – | – | ﹤0.01% | 498 |
|
|
2024
Q3 | $702 | Hold |
3
| – | – | ﹤0.01% | 437 |
|
|
2024
Q2 | $749 | Hold |
3
| – | – | ﹤0.01% | 423 |
|
|
2024
Q1 | $685 | Buy |
3
+2
| +200% | +$457 | ﹤0.01% | 441 |
|
|
2023
Q4 | $593 | Hold |
1
| – | – | ﹤0.01% | 428 |
|
|
2023
Q3 | $486 | Hold |
1
| – | – | ﹤0.01% | 409 |
|
|
2023
Q2 | $519 | Hold |
1
| – | – | ﹤0.01% | 405 |
|
|
2023
Q1 | $455 | Hold |
1
| – | – | ﹤0.01% | 403 |
|
|
2022
Q4 | $355 | Hold |
1
| – | – | ﹤0.01% | 370 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 369 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 383 |
|
|
2022
Q1 | $0 | Sell |
1
-4
| -80% | – | ﹤0.01% | 283 |
|
|
2021
Q4 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 226 |
|