GWANC
Guardian Wealth Advisors (North Carolina)’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-641
| Closed | -$13.8K | – | 548 |
|
|
2024
Q4 | $13.8K | Buy |
641
+8
| +1% | +$173 | ﹤0.01% | 428 |
|
|
2024
Q3 | $14.3K | Buy |
633
+6
| +1% | +$135 | ﹤0.01% | 372 |
|
|
2024
Q2 | $13.5K | Buy |
627
+5
| +0.8% | +$108 | ﹤0.01% | 359 |
|
|
2024
Q1 | $13.5K | Sell |
622
-862
| -58% | -$18.7K | ﹤0.01% | 377 |
|
|
2023
Q4 | $32.8K | Buy |
+1,484
| New | +$32.8K | 0.01% | 333 |
|