Carson Wealth (CWM LLC)’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Hold |
251
| – | – | ﹤0.01% | 3888 |
|
|
2025
Q1 | $19K | Hold |
251
| – | – | ﹤0.01% | 3686 |
|
|
2024
Q4 | $17K | Hold |
251
| – | – | ﹤0.01% | 3531 |
|
|
2024
Q3 | $16K | Hold |
251
| – | – | ﹤0.01% | 3484 |
|
|
2024
Q2 | $16K | Hold |
251
| – | – | ﹤0.01% | 3244 |
|
|
2024
Q1 | $16K | Hold |
251
| – | – | ﹤0.01% | 3026 |
|
|
2023
Q4 | $14K | Hold |
251
| – | – | ﹤0.01% | 2963 |
|
|
2023
Q3 | $12K | Buy |
251
+1
| +0.4% | +$48 | ﹤0.01% | 3017 |
|
|
2023
Q2 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 2953 |
|