GWANC
Guardian Wealth Advisors (North Carolina)’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,945
| Closed | -$314K | – | 471 |
|
|
2024
Q2 | $314K | Hold |
2,945
| – | – | 0.04% | 196 |
|
|
2024
Q1 | $316K | Buy |
+2,945
| New | +$316K | 0.04% | 202 |
|
|
2023
Q4 | – | Sell |
-26
| Closed | -$2.7K | – | 460 |
|
|
2023
Q3 | $2.7K | Sell |
26
-97
| -79% | -$10.1K | ﹤0.01% | 390 |
|
|
2023
Q2 | $13.2K | Hold |
123
| – | – | ﹤0.01% | 331 |
|
|
2023
Q1 | $13.6K | Hold |
123
| – | – | ﹤0.01% | 325 |
|
|
2022
Q4 | $13.1K | Buy |
123
+67
| +120% | +$7.13K | ﹤0.01% | 307 |
|
|
2022
Q3 | $6K | Sell |
56
-285
| -84% | -$30.5K | ﹤0.01% | 306 |
|
|
2022
Q2 | $39K | Hold |
341
| – | – | 0.01% | 249 |
|
|
2022
Q1 | $42K | Hold |
341
| – | – | 0.02% | 192 |
|
|
2021
Q4 | $44K | Buy |
+341
| New | +$44K | 0.02% | 177 |
|