Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-35
| Closed | -$3K | – | 3102 |
|
|
2021
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 2826 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$5K | – | 2622 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2053 |
|
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 2112 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 2074 |
|
|
2019
Q2 | $6K | Sell |
100
-120
| -55% | -$7.2K | ﹤0.01% | 2088 |
|
|
2019
Q1 | $14K | Hold |
220
| – | – | ﹤0.01% | 1725 |
|
|
2018
Q4 | $12K | Sell |
220
-370
| -63% | -$20.2K | ﹤0.01% | 1732 |
|
|
2018
Q3 | $41K | Sell |
590
-10,117
| -94% | -$703K | ﹤0.01% | 1266 |
|
|
2018
Q2 | $730K | Sell |
10,707
-304
| -3% | -$20.7K | 0.06% | 267 |
|
|
2018
Q1 | $754K | Buy |
11,011
+1,046
| +10% | +$71.6K | 0.07% | 247 |
|
|
2017
Q4 | $711K | Buy |
9,965
+563
| +6% | +$40.2K | 0.06% | 266 |
|
|
2017
Q3 | $638K | Buy |
9,402
+95
| +1% | +$6.45K | 0.06% | 260 |
|
|
2017
Q2 | $617K | Sell |
9,307
-195
| -2% | -$12.9K | 0.06% | 256 |
|
|
2017
Q1 | $620K | Buy |
9,502
+9,402
| +9,402% | +$613K | 0.06% | 235 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1597 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1588 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1532 |
|
|
2016
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1505 |
|