9258 Wealth Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $598K | Sell |
5,020
-2,000
| -28% | -$238K | 0.09% | 179 |
|
|
2024
Q2 | $786K | Hold |
7,020
| – | – | 0.12% | 139 |
|
|
2024
Q1 | $821K | Hold |
7,020
| – | – | 0.13% | 142 |
|
|
2023
Q4 | $733K | Buy |
7,020
+503
| +8% | +$52.5K | 0.13% | 146 |
|
|
2023
Q3 | $618K | Buy |
6,517
+1,027
| +19% | +$97.3K | 0.12% | 151 |
|
|
2023
Q2 | $523K | Hold |
5,490
| – | – | 0.1% | 178 |
|
|
2023
Q1 | $493K | Hold |
5,490
| – | – | 0.1% | 180 |
|
|
2022
Q4 | $470K | Hold |
5,490
| – | – | 0.1% | 185 |
|
|
2022
Q3 | $428K | Hold |
5,490
| – | – | 0.11% | 183 |
|
|
2022
Q2 | $469K | Hold |
5,490
| – | – | 0.12% | 180 |
|
|
2022
Q1 | $536K | Hold |
5,490
| – | – | 0.12% | 182 |
|
|
2021
Q4 | $539K | Hold |
5,490
| – | – | 0.12% | 185 |
|
|
2021
Q3 | $513K | Hold |
5,490
| – | – | 0.14% | 166 |
|
|
2021
Q2 | $524K | Hold |
5,490
| – | – | 0.14% | 161 |
|
|
2021
Q1 | $493K | Hold |
5,490
| – | – | 0.15% | 152 |
|
|
2020
Q4 | $440K | Hold |
5,490
| – | – | 0.14% | 165 |
|
|
2020
Q3 | $372K | Sell |
5,490
-200
| -4% | -$13.6K | 0.14% | 167 |
|
|
2020
Q2 | $377K | Buy |
+5,690
| New | +$377K | 0.15% | 166 |
|