Western Pacific Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,000
| Closed | -$89.8K | – | 308 |
|
2023
Q1 | $89.8K | Hold |
1,000
| – | – | 0.07% | 88 |
|
2022
Q4 | $85.7K | Hold |
1,000
| – | – | 0.07% | 85 |
|
2022
Q3 | $78K | Hold |
1,000
| – | – | 0.08% | 69 |
|
2022
Q2 | $85K | Hold |
1,000
| – | – | 0.08% | 52 |
|
2022
Q1 | $97K | Hold |
1,000
| – | – | 0.07% | 60 |
|
2021
Q4 | $98K | Buy |
+1,000
| New | +$98K | 0.06% | 68 |
|