AE Wealth Management’s AdvisorShares Focused Equity ETF CWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
|
|||||
|
2025
Q1 | $400K | Sell |
|
|||||
|
2024
Q4 | $423K | Buy |
|
|||||
|
2024
Q3 | $449K | Sell |
|
|||||
|
2024
Q2 | $407K | Sell |
|
|||||
|
2024
Q1 | $425K | Sell |
|
|||||
|
2023
Q4 | $404K | Buy |
|
|||||
|
2023
Q3 | $338K | Buy |
|
|||||
|
2023
Q2 | $315K | Sell |
|
|||||
|
2023
Q1 | $312K | Sell |
|
|||||
|
2022
Q4 | $307K | Sell |
|
|||||
|
2022
Q3 | $271K | Buy |
|
|||||
|
2022
Q2 | $256K | Buy |
|
|||||
|
2022
Q1 | $269K | Buy |
|
|||||
|
2021
Q4 | $267K | Buy |
|