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Capital Asset Advisory Services’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Capital Asset Advisory Services’s Portfolio SURE Stock Details SURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-35
Closed -$3K – 1405
2020
Q4 		$3K Buy
+35
New +$2.65K ﹤0.01% 1395

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PAG
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9WM
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FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
BAM
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Capital Asset Advisory Services's SURE Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2021, closing a stake of 35 shares — an estimated $3K sold.

Capital Asset Advisory Services first reported a position in SURE in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 27 funds tracked by Wall St. Rank hold SURE as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 35 AdvisorShares Insider Advantage ETF shares in Q1 2021, an estimated $3K.
  • Capital Asset Advisory Services first reported a position in AdvisorShares Insider Advantage ETF in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's AdvisorShares Insider Advantage ETF position peaked at $3K in Q4 2020.
  • 27 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.