Carson Wealth (CWM LLC)’s AdvisorShares Insider Advantage ETF SURE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40K | Hold |
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|
2025
Q2 | $38K | Hold |
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|
2025
Q1 | $36K | Hold |
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|
2024
Q4 | $38K | Hold |
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|
2024
Q3 | $39K | Hold |
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|
2024
Q2 | $36K | Hold |
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|
2024
Q1 | $38K | Hold |
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|
2023
Q4 | $34K | Hold |
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|
2023
Q3 | $31K | Hold |
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|
2023
Q2 | $31K | Hold |
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|
2023
Q1 | $29K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $6K | Sell |
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|
2016
Q1 | $35K | Sell |
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|
2015
Q4 | $196K | Buy |
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|
2015
Q3 | $2K | Buy |
|