MWM
Merriman Wealth Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-14,000
| Closed | -$776K | – | 145 |
|
|
2016
Q2 | $776K | Sell |
14,000
-26,000
| -65% | -$1.44M | 0.22% | 77 |
|
|
2016
Q1 | $2.25M | Buy |
+40,000
| New | +$2.25M | 2.09% | 15 |
|
|
2015
Q4 | – | Sell |
-45,600
| Closed | -$2.4M | – | 53 |
|
|
2015
Q3 | $2.4M | Buy |
+45,600
| New | +$2.4M | 1.35% | 9 |
|
|
2014
Q1 | – | Sell |
-28,400
| Closed | -$1.38M | – | 87 |
|
|
2013
Q4 | $1.38M | Hold |
28,400
| – | – | 0.58% | 39 |
|
|
2013
Q3 | $1.25M | Buy |
28,400
+7,300
| +35% | +$320K | 0.65% | 35 |
|
|
2013
Q2 | $869K | Buy |
+21,100
| New | +$869K | 1.13% | 21 |
|