GWMR
GC Wealth Management RIA’s AdvisorShares Focused Equity ETF CWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
17,997
-1,193
| -6% | -$83.5K | 0.1% | 173 |
|
|
2025
Q1 | $1.26M | Buy |
19,190
+491
| +3% | +$32.1K | 0.23% | 92 |
|
|
2024
Q4 | $1.21M | Buy |
18,699
+4,476
| +31% | +$290K | 0.21% | 98 |
|
|
2024
Q3 | $977K | Buy |
14,223
+1,281
| +10% | +$88K | 0.17% | 111 |
|
|
2024
Q2 | $805K | Buy |
12,942
+699
| +6% | +$43.5K | 0.16% | 118 |
|
|
2024
Q1 | $780K | Buy |
+12,243
| New | +$780K | 0.16% | 116 |
|