IWM
SENT
Iams Wealth Management’s AdvisorShares Alpha DNA Equity Sentiment ETF SENT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-19,120
| Closed | -$425K | – | 130 |
|
2023
Q3 | $425K | Buy |
+19,120
| New | +$425K | 0.29% | 85 |
|
2023
Q2 | – | Sell |
-19,912
| Closed | -$455K | – | 142 |
|
2023
Q1 | $455K | Sell |
19,912
-244
| -1% | -$5.58K | 0.38% | 76 |
|
2022
Q4 | $455K | Buy |
+20,156
| New | +$455K | 0.46% | 70 |
|