Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,403
| Closed | -$395K | – | 3045 |
|
|
2023
Q1 | $395K | Sell |
4,403
-46
| -1% | -$4.13K | 0.02% | 642 |
|
|
2022
Q4 | $381K | Hold |
4,449
| – | – | 0.02% | 649 |
|
|
2022
Q3 | $347K | Buy |
4,449
+51
| +1% | +$3.98K | 0.02% | 643 |
|
|
2022
Q2 | $376K | Sell |
4,398
-118
| -3% | -$10.1K | 0.03% | 601 |
|
|
2022
Q1 | $441K | Buy |
4,516
+15
| +0.3% | +$1.47K | 0.03% | 583 |
|
|
2021
Q4 | $442K | Sell |
4,501
-41
| -0.9% | -$4.03K | 0.03% | 559 |
|
|
2021
Q3 | $425K | Buy |
4,542
+157
| +4% | +$14.7K | 0.03% | 559 |
|
|
2021
Q2 | $418K | Hold |
4,385
| – | – | 0.03% | 554 |
|
|
2021
Q1 | $394K | Sell |
4,385
-79
| -2% | -$7.1K | 0.03% | 506 |
|
|
2020
Q4 | $358K | Hold |
4,464
| – | – | 0.03% | 498 |
|
|
2020
Q3 | $310K | Buy |
4,464
+72
| +2% | +$5K | 0.03% | 426 |
|
|
2020
Q2 | $291K | Hold |
4,392
| – | – | 0.04% | 416 |
|
|
2020
Q1 | $249K | Buy |
+4,392
| New | +$249K | 0.04% | 389 |
|