IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-600
| Closed | -$41K | – | 4325 |
|
|
2022
Q4 | $41K | Sell |
600
-50
| -8% | -$3.42K | ﹤0.01% | 2377 |
|
|
2022
Q3 | $44K | Hold |
650
| – | – | ﹤0.01% | 2470 |
|
|
2022
Q2 | $44K | Hold |
650
| – | – | ﹤0.01% | 2257 |
|
|
2022
Q1 | $44K | Buy |
+650
| New | +$44K | ﹤0.01% | 2257 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4461 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4248 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4130 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3947 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3805 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3631 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3559 |
|
|
2019
Q4 | – | Sell |
-540
| Closed | -$37K | – | 3534 |
|
|
2019
Q3 | $37K | Buy |
+540
| New | +$37K | ﹤0.01% | 1499 |
|
|
2019
Q1 | $412K | Sell |
6,281
-250
| -4% | -$16.4K | 0.06% | 322 |
|
|
2018
Q4 | $382K | Hold |
6,531
| – | – | 0.02% | 633 |
|
|
2018
Q3 | $458K | Hold |
6,531
| – | – | 0.02% | 702 |
|
|
2018
Q2 | $446K | Sell |
6,531
-877
| -12% | -$59.9K | 0.02% | 702 |
|
|
2018
Q1 | $529K | Hold |
7,408
| – | – | 0.02% | 604 |
|
|
2017
Q4 | $529K | Buy |
7,408
+250
| +3% | +$17.9K | 0.02% | 604 |
|
|
2017
Q3 | $486K | Buy |
7,158
+300
| +4% | +$20.4K | 0.02% | 704 |
|
|
2017
Q2 | $455K | Sell |
6,858
-800
| -10% | -$53.1K | 0.02% | 715 |
|
|
2017
Q1 | $500K | Buy |
7,658
+5,458
| +248% | +$356K | 0.02% | 680 |
|
|
2016
Q4 | $140K | Buy |
2,200
+800
| +57% | +$50.9K | 0.01% | 1240 |
|
|
2016
Q3 | $82K | Hold |
1,400
| – | – | ﹤0.01% | 1492 |
|
|
2016
Q2 | $78K | Sell |
1,400
-4,881
| -78% | -$272K | ﹤0.01% | 1482 |
|
|
2016
Q1 | $412K | Buy |
6,281
+5,204
| +483% | +$341K | 0.06% | 322 |
|
|
2015
Q4 | $58K | Buy |
+1,077
| New | +$58K | ﹤0.01% | 1507 |
|