SPWG
DWMC

Syntegra Private Wealth Group’s AdvisorShares Dorsey Wright Micro-Cap ETF DWMC Stock Holding History

Syntegra Private Wealth Group’s Portfolio DWMC Stock Details DWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-61,258
Closed -$1.97M – 134
2023
Q3 		$1.97M Buy
61,258
+449
+0.7% +$14.6K 0.31% 30
2023
Q2 		$1.96M Buy
60,809
+10,078
+20% +$311K 0.3% 31
2023
Q1 		$1.6M Buy
50,731
+1,199
+2% +$39.4K 0.29% 33
2022
Q4 		$1.62M Buy
+49,532
New +$1.58M 0.32% 30

Syntegra Private Wealth Group's DWMC Position: Q4 2023 in Review

Syntegra Private Wealth Group sold out of AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) in Q4 2023, closing a stake of 61,258 shares — an estimated $1.97M sold.

Syntegra Private Wealth Group first reported a position in DWMC in Q4 2022 and held it in 4 quarters. The position peaked at $1.97M in Q3 2023. 0 funds tracked by Wall St. Rank hold DWMC as of Q4 2023.

  • Syntegra Private Wealth Group reported no remaining AdvisorShares Dorsey Wright Micro-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 61,258 AdvisorShares Dorsey Wright Micro-Cap ETF shares in Q4 2023, an estimated $1.97M.
  • Syntegra Private Wealth Group first reported a position in AdvisorShares Dorsey Wright Micro-Cap ETF in Q4 2022 and held it in 4 quarters.
  • Syntegra Private Wealth Group's AdvisorShares Dorsey Wright Micro-Cap ETF position peaked at $1.97M in Q3 2023.
  • 0 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Micro-Cap ETF as of Q4 2023.

Based on Syntegra Private Wealth Group's 13F filing for Q4 2023, filed 18 Jan 2024.