Partnervest Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,351
| Closed | -$586K | – | 232 |
|
|
2018
Q3 | $586K | Buy |
8,351
+355
| +4% | +$24.9K | 0.23% | 90 |
|
|
2018
Q2 | $546K | Buy |
7,996
+700
| +10% | +$47.8K | 0.25% | 80 |
|
|
2018
Q1 | $500K | Buy |
7,296
+500
| +7% | +$34.3K | 0.24% | 89 |
|
|
2017
Q4 | $486K | Sell |
6,796
-250
| -4% | -$17.9K | 0.24% | 97 |
|
|
2017
Q3 | $478K | Sell |
7,046
-150
| -2% | -$10.2K | 0.23% | 93 |
|
|
2017
Q2 | $477K | Hold |
7,196
| – | – | 0.22% | 97 |
|
|
2017
Q1 | $470K | Hold |
7,196
| – | – | 0.21% | 100 |
|
|
2016
Q4 | $457K | Sell |
7,196
-735
| -9% | -$46.7K | 0.21% | 94 |
|
|
2016
Q3 | $462K | Sell |
7,931
-550
| -6% | -$32K | 0.22% | 97 |
|
|
2016
Q2 | $470K | Hold |
8,481
| – | – | 0.23% | 94 |
|
|
2016
Q1 | $477K | Sell |
8,481
-435
| -5% | -$24.5K | 0.25% | 89 |
|
|
2015
Q4 | $482K | Buy |
8,916
+250
| +3% | +$13.5K | 0.27% | 82 |
|
|
2015
Q3 | $457K | Sell |
8,666
-6,440
| -43% | -$340K | 0.26% | 78 |
|
|
2015
Q2 | $863K | Sell |
15,106
-1,550
| -9% | -$88.6K | 0.43% | 45 |
|
|
2015
Q1 | $957K | Buy |
16,656
+9,115
| +121% | +$524K | 0.5% | 35 |
|
|
2014
Q4 | $418K | Buy |
7,541
+983
| +15% | +$54.5K | 0.2% | 83 |
|
|
2014
Q3 | $340K | Sell |
6,558
-10
| -0.2% | -$518 | 0.18% | 101 |
|
|
2014
Q2 | $337K | Buy |
6,568
+1,000
| +18% | +$51.3K | 0.15% | 106 |
|
|
2014
Q1 | $276K | Buy |
5,568
+1,800
| +48% | +$89.2K | 0.12% | 116 |
|
|
2013
Q4 | $183K | Buy |
3,768
+1,478
| +65% | +$71.8K | 0.09% | 155 |
|
|
2013
Q3 | $100K | Buy |
2,290
+140
| +7% | +$6.11K | 0.05% | 194 |
|
|
2013
Q2 | $89K | Buy |
+2,150
| New | +$89K | 0.04% | 168 |
|