Creative Planning’s AdvisorShares Insider Advantage ETF SURE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-231
| Closed | -$15K | – | 3402 |
|
|
2017
Q2 | $15K | Hold |
231
| – | – | ﹤0.01% | 3335 |
|
|
2017
Q1 | $15K | Sell |
231
-1,624
| -88% | -$105K | ﹤0.01% | 3308 |
|
|
2016
Q4 | $118K | Buy |
1,855
+1,624
| +703% | +$103K | ﹤0.01% | 1741 |
|
|
2016
Q3 | $13K | Hold |
231
| – | – | ﹤0.01% | 3292 |
|
|
2016
Q2 | $13K | Hold |
231
| – | – | ﹤0.01% | 3047 |
|
|
2016
Q1 | $13K | Sell |
231
-200
| -46% | -$11.3K | ﹤0.01% | 3035 |
|
|
2015
Q4 | $23K | Buy |
431
+231
| +116% | +$12.3K | ﹤0.01% | 2718 |
|
|
2015
Q3 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 3130 |
|
|
2014
Q2 | – | Sell |
-15
| Closed | -$1K | – | 3806 |
|
|
2014
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 3417 |
|