GWANC
Guardian Wealth Advisors (North Carolina)’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-270
| Closed | -$7.07K | – | 549 |
|
|
2024
Q4 | $7.07K | Buy |
270
+3
| +1% | +$79 | ﹤0.01% | 451 |
|
|
2024
Q3 | $7.75K | Sell |
267
-129
| -33% | -$3.75K | ﹤0.01% | 391 |
|
|
2024
Q2 | $10.8K | Buy |
396
+134
| +51% | +$3.65K | ﹤0.01% | 365 |
|
|
2024
Q1 | $7.31K | Sell |
262
-306
| -54% | -$8.54K | ﹤0.01% | 394 |
|
|
2023
Q4 | $16.5K | Buy |
+568
| New | +$16.5K | ﹤0.01% | 362 |
|