Creative Planning’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$24.5K | – | 2716 |
|
|
2023
Q3 | $24.5K | Buy |
+500
| New | +$24.5K | ﹤0.01% | 2549 |
|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$90K | – | 2186 |
|
|
2022
Q1 | $90K | Buy |
+1,500
| New | +$90K | ﹤0.01% | 1996 |
|
|
2017
Q3 | – | Sell |
-644
| Closed | -$30K | – | 1857 |
|
|
2017
Q2 | $30K | Buy |
+644
| New | +$30K | ﹤0.01% | 2851 |
|