GWANC
Guardian Wealth Advisors (North Carolina)’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.7K | Buy |
248
+40
| +19% | +$10.3K | ﹤0.01% | 388 |
|
|
2025
Q1 | $41.8K | Sell |
208
-1
| -0.5% | -$201 | ﹤0.01% | 391 |
|
|
2024
Q4 | $51.9K | Hold |
209
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $50.2K | Hold |
209
| – | – | 0.01% | 308 |
|
|
2024
Q2 | $51.6K | Buy |
209
+70
| +50% | +$17.3K | 0.01% | 300 |
|
|
2024
Q1 | $32.2K | Hold |
139
| – | – | ﹤0.01% | 342 |
|
|
2023
Q4 | $31.2K | Hold |
139
| – | – | ﹤0.01% | 334 |
|
|
2023
Q3 | $27.1K | Sell |
139
-6,784
| -98% | -$1.33M | ﹤0.01% | 323 |
|
|
2023
Q2 | $1.53M | Buy |
6,923
+6,785
| +4,917% | +$1.5M | 0.26% | 52 |
|
|
2023
Q1 | $28.9K | Sell |
138
-9
| -6% | -$1.88K | 0.01% | 300 |
|
|
2022
Q4 | $24.7K | Sell |
147
-27
| -16% | -$4.53K | ﹤0.01% | 285 |
|
|
2022
Q3 | $27K | Hold |
174
| – | – | 0.01% | 260 |
|
|
2022
Q2 | $26K | Buy |
174
+86
| +98% | +$12.9K | ﹤0.01% | 261 |
|
|
2022
Q1 | $18K | Buy |
88
+30
| +52% | +$6.14K | 0.01% | 208 |
|
|
2021
Q4 | $14K | Buy |
+58
| New | +$14K | 0.01% | 196 |
|