GWANC
Guardian Wealth Advisors (North Carolina)’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-670
| Closed | -$30K | – | 395 |
|
|
2022
Q3 | $30K | Sell |
670
-4,701
| -88% | -$210K | 0.01% | 255 |
|
|
2022
Q2 | $250K | Buy |
5,371
+268
| +5% | +$12.5K | 0.05% | 165 |
|
|
2022
Q1 | $284K | Hold |
5,103
| – | – | 0.12% | 124 |
|
|
2021
Q4 | $298K | Buy |
+5,103
| New | +$298K | 0.13% | 122 |
|