Guardian Wealth Advisors (North Carolina)’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
Q1 | – | Sell |
-4,551
| Closed | -$217K | – | 413 |
|
|
2022
Q4 | $217K | Buy |
+4,551
| New | +$217K | 0.04% | 186 |
|
|
2022
Q3 | – | Sell |
-4,454
| Closed | -$216K | – | 342 |
|
|
2022
Q2 | $216K | Buy |
4,454
+69
| +2% | +$3.35K | 0.04% | 178 |
|
|
2022
Q1 | $263K | Hold |
4,385
| – | – | 0.11% | 135 |
|
|
2021
Q4 | $282K | Buy |
+4,385
| New | +$282K | 0.12% | 127 |
|