Guardian Wealth Advisors, LLC Ishares Morningstar Small Cap Transaction History

Guardian Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$41.98 - $46.57 $10,704 - $11,875	-255 Reduced 81.73%	57 $2,000
Q4 2023 Feb 14, 2024	BUY	$35.43 - $44.69 $35 - $44	1 Added 0.32%	312 $13,000
Q2 2023 Aug 14, 2023	BUY	$37.58 - $41.41 $37 - $41	1 Added 0.32%	311 $12,000
Q4 2022 Feb 14, 2023	SELL	$34.27 - $38.77 $13,639 - $15,430	-398 Reduced 56.21%	310 $11,000
Q3 2022 Nov 14, 2022	SELL	$34.27 - $42.49 $6,408 - $7,945	-187 Reduced 20.89%	708 $25,000
Q2 2022 Aug 15, 2022	BUY	$33.74 - $44.96 $13,529 - $18,028	401 Added 81.17%	895 $32,000
Q4 2021 May 16, 2022	BUY	$47.43 - $54.51 $23,430 - $26,927	494 New	494 $25,000

131

7.21M

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