GWANC
Guardian Wealth Advisors (North Carolina)’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.6K | Buy |
2,245
+4
| +0.2% | +$170 | 0.01% | 370 |
|
|
2025
Q1 | $91.4K | Buy |
2,241
+26
| +1% | +$1.06K | 0.01% | 354 |
|
|
2024
Q4 | $99.5K | Buy |
2,215
+20
| +0.9% | +$898 | 0.01% | 338 |
|
|
2024
Q3 | $99.9K | Buy |
2,195
+2
| +0.1% | +$91 | 0.01% | 284 |
|
|
2024
Q2 | $91.1K | Sell |
2,193
-70
| -3% | -$2.91K | 0.01% | 279 |
|
|
2024
Q1 | $97.4K | Sell |
2,263
-36
| -2% | -$1.55K | 0.01% | 287 |
|
|
2023
Q4 | $97K | Buy |
2,299
+318
| +16% | +$13.4K | 0.01% | 268 |
|
|
2023
Q3 | $73.1K | Buy |
1,981
+1,610
| +434% | +$59.4K | 0.01% | 271 |
|
|
2023
Q2 | $14.4K | Buy |
+371
| New | +$14.4K | ﹤0.01% | 330 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 394 |
|
|
2022
Q3 | $1K | Sell |
20
-10
| -33% | -$500 | ﹤0.01% | 339 |
|
|
2022
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 345 |
|