GWANC
XYZ

Guardian Wealth Advisors (North Carolina)’s Block, Inc. XYZ Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,393
Closed -$225K – 288
2021
Q4 		$225K Buy
+1,393
New +$225K 0.1% 139