GWM
Guardian Wealth Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37
| Closed | -$4.48K | – | 234 |
|
|
2023
Q2 | $4.48K | Hold |
37
| – | – | ﹤0.01% | 184 |
|
|
2023
Q1 | $4.07K | Hold |
37
| – | – | ﹤0.01% | 196 |
|
|
2022
Q4 | $3.7K | Buy |
37
+1
| +3% | +$100 | ﹤0.01% | 205 |
|
|
2022
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 208 |
|
|
2022
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 187 |
|
|
2022
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 197 |
|
|
2021
Q4 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 194 |
|