Miller Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,702
| Closed | -$297K | – | 83 |
|
|
2020
Q4 | $297K | Hold |
3,702
| – | – | 0.06% | 66 |
|
|
2020
Q3 | $257K | Hold |
3,702
| – | – | 0.06% | 64 |
|
|
2020
Q2 | $245K | Hold |
3,702
| – | – | 0.07% | 63 |
|
|
2020
Q1 | $210K | Hold |
3,702
| – | – | 0.07% | 64 |
|
|
2019
Q4 | $276K | Hold |
3,702
| – | – | 0.06% | 66 |
|
|
2019
Q3 | $257K | Hold |
3,702
| – | – | 0.06% | 67 |
|
|
2019
Q2 | $252K | Hold |
3,702
| – | – | 0.06% | 69 |
|
|
2019
Q1 | $243K | Hold |
3,702
| – | – | 0.06% | 68 |
|
|
2018
Q4 | $217K | Hold |
3,702
| – | – | 0.06% | 70 |
|
|
2018
Q3 | $260K | Hold |
3,702
| – | – | 0.08% | 72 |
|
|
2018
Q2 | $253K | Hold |
3,702
| – | – | 0.08% | 76 |
|
|
2018
Q1 | $254K | Hold |
3,702
| – | – | 0.08% | 68 |
|
|
2017
Q4 | $265K | Sell |
3,702
-1,875
| -34% | -$134K | 0.08% | 67 |
|
|
2017
Q3 | $379K | Hold |
5,577
| – | – | 0.12% | 59 |
|
|
2017
Q2 | $370K | Hold |
5,577
| – | – | 0.13% | 58 |
|
|
2017
Q1 | $364K | Buy |
5,577
+125
| +2% | +$8.16K | 0.13% | 59 |
|
|
2016
Q4 | $346K | Sell |
5,452
-903
| -14% | -$57.3K | 0.11% | 60 |
|
|
2016
Q3 | $370K | Hold |
6,355
| – | – | 0.13% | 56 |
|
|
2016
Q2 | $352K | Hold |
6,355
| – | – | 0.14% | 54 |
|
|
2016
Q1 | $357K | Buy |
6,355
+705
| +12% | +$39.6K | 0.16% | 51 |
|
|
2015
Q4 | $306K | Sell |
5,650
-1,090
| -16% | -$59K | 0.12% | 55 |
|
|
2015
Q3 | $355K | Sell |
6,740
-2,260
| -25% | -$119K | 0.14% | 52 |
|
|
2015
Q2 | $514K | Hold |
9,000
| – | – | 0.19% | 47 |
|
|
2015
Q1 | $517K | Hold |
9,000
| – | – | 0.19% | 48 |
|
|
2014
Q4 | $498K | Buy |
9,000
+5,000
| +125% | +$277K | 0.19% | 47 |
|
|
2014
Q3 | $207K | Hold |
4,000
| – | – | 0.1% | 62 |
|
|
2014
Q2 | $205K | Buy |
+4,000
| New | +$205K | 0.09% | 71 |
|