GWANC
Guardian Wealth Advisors (North Carolina)’s Columbia EM Core ex-China ETF XCEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
165,093
+4,870
| +3% | +$166K | 0.4% | 46 |
|
|
2025
Q1 | $4.73M | Sell |
160,223
-9,476
| -6% | -$280K | 0.38% | 46 |
|
|
2024
Q4 | $5.02M | Buy |
169,699
+3,803
| +2% | +$113K | 0.4% | 44 |
|
|
2024
Q3 | $5.42M | Buy |
165,896
+5,214
| +3% | +$170K | 0.58% | 31 |
|
|
2024
Q2 | $5.13M | Buy |
160,682
+5,779
| +4% | +$184K | 0.6% | 31 |
|
|
2024
Q1 | $4.82M | Buy |
154,903
+4,166
| +3% | +$130K | 0.59% | 31 |
|
|
2023
Q4 | $4.56M | Buy |
150,737
+8,922
| +6% | +$270K | 0.69% | 28 |
|
|
2023
Q3 | $3.89M | Buy |
+141,815
| New | +$3.89M | 0.66% | 26 |
|