Creative Planning’s AdvisorShares Global Echo ETF GIVE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-6,856
| Closed | -$431K | – | 4931 |
|
2017
Q1 | $431K | Buy |
6,856
+1,938
| +39% | +$122K | ﹤0.01% | 1059 |
|
2016
Q4 | $295K | Sell |
4,918
-4,414
| -47% | -$265K | ﹤0.01% | 1192 |
|
2016
Q3 | $576K | Buy |
9,332
+536
| +6% | +$33.1K | ﹤0.01% | 819 |
|
2016
Q2 | $523K | Buy |
8,796
+48
| +0.5% | +$2.85K | ﹤0.01% | 750 |
|
2016
Q1 | $520K | Buy |
8,748
+810
| +10% | +$48.1K | ﹤0.01% | 730 |
|
2015
Q4 | $480K | Buy |
7,938
+350
| +5% | +$21.2K | ﹤0.01% | 774 |
|
2015
Q3 | $451K | Buy |
+7,588
| New | +$451K | ﹤0.01% | 782 |
|
2015
Q2 | – | Sell |
-313
| Closed | -$20K | – | 4071 |
|
2015
Q1 | $20K | Buy |
+313
| New | +$20K | ﹤0.01% | 2718 |
|