Iams Wealth Management’s AdvisorShares Alpha DNA Equity Sentiment ETF SENT Stock Holding History

Iams Wealth Management’s Portfolio SENT Stock Details SENT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,120	Closed	-$425K	–	130
2023 Q3	$425K	Buy	+19,120	New	+$450K	0.29%	85
2023 Q2	–	Sell	-19,912	Closed	-$455K	–	229
2023 Q1	$455K	Sell	19,912 -244	-1%	-$5.67K	0.38%	76
2022 Q4	$455K	Buy	+20,156	New	+$463K	0.46%	70

Iams Wealth Management's SENT Position: Q4 2023 in Review

Iams Wealth Management sold out of AdvisorShares Alpha DNA Equity Sentiment ETF (SENT) in Q4 2023, closing a stake of 19,120 shares — an estimated $425K sold.

Iams Wealth Management first reported a position in SENT in Q4 2022 and held it in 3 quarters. The position peaked at $455K in Q1 2023. 0 funds tracked by Wall St. Rank hold SENT as of Q4 2023.

Iams Wealth Management reported no remaining AdvisorShares Alpha DNA Equity Sentiment ETF position as of Q4 2023 after selling out during the quarter.
Iams Wealth Management sold 19,120 AdvisorShares Alpha DNA Equity Sentiment ETF shares in Q4 2023, an estimated $425K.
Iams Wealth Management first reported a position in AdvisorShares Alpha DNA Equity Sentiment ETF in Q4 2022 and held it in 3 quarters.
Iams Wealth Management's AdvisorShares Alpha DNA Equity Sentiment ETF position peaked at $455K in Q1 2023.
0 funds tracked by Wall St. Rank held AdvisorShares Alpha DNA Equity Sentiment ETF as of Q4 2023.

Based on Iams Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.