Carson Wealth (CWM LLC)’s AdvisorShares Insider Advantage ETF SURE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38K | Hold |
324
| – | – | ﹤0.01% | 3481 |
|
|
2025
Q1 | $36K | Hold |
324
| – | – | ﹤0.01% | 3243 |
|
|
2024
Q4 | $38K | Hold |
324
| – | – | ﹤0.01% | 2991 |
|
|
2024
Q3 | $39K | Hold |
324
| – | – | ﹤0.01% | 2885 |
|
|
2024
Q2 | $36K | Hold |
324
| – | – | ﹤0.01% | 2705 |
|
|
2024
Q1 | $38K | Hold |
324
| – | – | ﹤0.01% | 2484 |
|
|
2023
Q4 | $34K | Hold |
324
| – | – | ﹤0.01% | 2420 |
|
|
2023
Q3 | $31K | Hold |
324
| – | – | ﹤0.01% | 2392 |
|
|
2023
Q2 | $31K | Hold |
324
| – | – | ﹤0.01% | 2351 |
|
|
2023
Q1 | $29K | Buy |
+324
| New | +$29K | ﹤0.01% | 2251 |
|
|
2016
Q3 | – | Sell |
-108
| Closed | -$6K | – | 1057 |
|
|
2016
Q2 | $6K | Sell |
108
-518
| -83% | -$28.8K | ﹤0.01% | 609 |
|
|
2016
Q1 | $35K | Sell |
626
-3,006
| -83% | -$168K | ﹤0.01% | 382 |
|
|
2015
Q4 | $196K | Buy |
3,632
+3,589
| +8,347% | +$194K | 0.02% | 225 |
|
|
2015
Q3 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 582 |
|