MWM
MinichMacGregor Wealth Management’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
3,707
-602
| -14% | -$47.5K | 0.06% | 96 |
|
|
2025
Q1 | $321K | Buy |
+4,309
| New | +$321K | 0.07% | 90 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 515 |
|
|
2018
Q2 | – | Sell |
-3,504
| Closed | -$205K | – | 521 |
|
|
2018
Q1 | $205K | Buy |
3,504
+1,154
| +49% | +$67.5K | 0.16% | 39 |
|
|
2017
Q4 | $138K | Buy |
2,350
+1,466
| +166% | +$86.1K | 0.11% | 52 |
|
|
2017
Q3 | $49K | Buy |
884
+175
| +25% | +$9.7K | 0.04% | 107 |
|
|
2017
Q2 | $33K | Buy |
+709
| New | +$33K | 0.03% | 127 |
|