Morgan Stanley’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $782K | Sell |
6,658
-409
| -6% | -$48.1K | ﹤0.01% | 5231 |
|
2025
Q1 | $788K | Sell |
7,067
-46
| -0.6% | -$5.13K | ﹤0.01% | 5118 |
|
2024
Q4 | $828K | Buy |
7,113
+8
| +0.1% | +$931 | ﹤0.01% | 5182 |
|
2024
Q3 | $846K | Sell |
7,105
-20
| -0.3% | -$2.38K | ﹤0.01% | 5137 |
|
2024
Q2 | $798K | Buy |
7,125
+616
| +9% | +$69K | ﹤0.01% | 5089 |
|
2024
Q1 | $761K | Sell |
6,509
-6,509
| -50% | -$761K | ﹤0.01% | 5115 |
|
2023
Q4 | $1.36M | Buy |
13,018
+6,503
| +100% | +$679K | ﹤0.01% | 5157 |
|
2023
Q3 | $617K | Sell |
6,515
-418
| -6% | -$39.6K | ﹤0.01% | 5072 |
|
2023
Q2 | $661K | Sell |
6,933
-654
| -9% | -$62.3K | ﹤0.01% | 5075 |
|
2023
Q1 | $681K | Sell |
7,587
-250
| -3% | -$22.5K | ﹤0.01% | 5076 |
|
2022
Q4 | $671K | Sell |
7,837
-1,416
| -15% | -$121K | ﹤0.01% | 5080 |
|
2022
Q3 | $722K | Sell |
9,253
-400
| -4% | -$31.2K | ﹤0.01% | 5078 |
|
2022
Q2 | $825K | Sell |
9,653
-106
| -1% | -$9.06K | ﹤0.01% | 5142 |
|
2022
Q1 | $953K | Hold |
9,759
| – | – | ﹤0.01% | 5025 |
|
2021
Q4 | $958K | Sell |
9,759
-14
| -0.1% | -$1.37K | ﹤0.01% | 5102 |
|
2021
Q3 | $913K | Sell |
9,773
-7
| -0.1% | -$654 | ﹤0.01% | 5105 |
|
2021
Q2 | $933K | Sell |
9,780
-255
| -3% | -$24.3K | ﹤0.01% | 5117 |
|
2021
Q1 | $901K | Sell |
10,035
-2,090
| -17% | -$188K | ﹤0.01% | 4797 |
|
2020
Q4 | $972K | Sell |
12,125
-1,173
| -9% | -$94K | ﹤0.01% | 4688 |
|
2020
Q3 | $924K | Sell |
13,298
-660
| -5% | -$45.9K | ﹤0.01% | 4265 |
|
2020
Q2 | $926K | Sell |
13,958
-7,419
| -35% | -$492K | ﹤0.01% | 4239 |
|
2020
Q1 | $1.21M | Sell |
21,377
-573
| -3% | -$32.4K | ﹤0.01% | 3802 |
|
2019
Q4 | $1.64M | Sell |
21,950
-236
| -1% | -$17.6K | ﹤0.01% | 4190 |
|
2019
Q3 | $1.54M | Sell |
22,186
-874
| -4% | -$60.7K | ﹤0.01% | 4016 |
|
2019
Q2 | $1.57M | Sell |
23,060
-1,327
| -5% | -$90.3K | ﹤0.01% | 3961 |
|
2019
Q1 | $1.6M | Sell |
24,387
-2,672
| -10% | -$175K | ﹤0.01% | 3770 |
|
2018
Q4 | $1.58M | Sell |
27,059
-15,876
| -37% | -$929K | ﹤0.01% | 3959 |
|
2018
Q3 | $3.01M | Sell |
42,935
-3,466
| -7% | -$243K | ﹤0.01% | 3669 |
|
2018
Q2 | $3.17M | Sell |
46,401
-2,633
| -5% | -$180K | ﹤0.01% | 3645 |
|
2018
Q1 | $3.36M | Sell |
49,034
-2,076
| -4% | -$142K | ﹤0.01% | 3480 |
|
2017
Q4 | $3.65M | Sell |
51,110
-1,020
| -2% | -$72.9K | ﹤0.01% | 3443 |
|
2017
Q3 | $3.54M | Sell |
52,130
-3,748
| -7% | -$254K | ﹤0.01% | 3326 |
|
2017
Q2 | $3.71M | Sell |
55,878
-4,880
| -8% | -$324K | ﹤0.01% | 3198 |
|
2017
Q1 | $3.97M | Sell |
60,758
-1,190
| -2% | -$77.8K | ﹤0.01% | 3109 |
|
2016
Q4 | $3.94M | Buy |
61,948
+2,750
| +5% | +$175K | ﹤0.01% | 3247 |
|
2016
Q3 | $3.45M | Sell |
59,198
-2,528
| -4% | -$147K | ﹤0.01% | 3025 |
|
2016
Q2 | $3.42M | Sell |
61,726
-3,489
| -5% | -$193K | ﹤0.01% | 2951 |
|
2016
Q1 | $3.67M | Sell |
65,215
-53,284
| -45% | -$3M | ﹤0.01% | 2805 |
|
2015
Q4 | $6.41M | Buy |
118,499
+31,587
| +36% | +$1.71M | ﹤0.01% | 2412 |
|
2015
Q3 | $4.58M | Sell |
86,912
-32,523
| -27% | -$1.71M | ﹤0.01% | 2732 |
|
2015
Q2 | $6.82M | Buy |
119,435
+12,063
| +11% | +$689K | ﹤0.01% | 2507 |
|
2015
Q1 | $6.17M | Buy |
107,372
+43,746
| +69% | +$2.51M | ﹤0.01% | 2547 |
|
2014
Q4 | $3.52M | Buy |
63,626
+12,934
| +26% | +$716K | ﹤0.01% | 3053 |
|
2014
Q3 | $2.63M | Buy |
50,692
+8,845
| +21% | +$458K | ﹤0.01% | 3213 |
|
2014
Q2 | $2.15M | Buy |
41,847
+6,749
| +19% | +$346K | ﹤0.01% | 3432 |
|
2014
Q1 | $1.74M | Buy |
35,098
+9,297
| +36% | +$461K | ﹤0.01% | 3539 |
|
2013
Q4 | $1.25M | Buy |
+25,801
| New | +$1.25M | ﹤0.01% | 3747 |
|