Zimmermann Investment Management & Planning’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio CWS Stock Details CWS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$1.44M	Sell
2024 Q2	$1.38M	Buy
2024 Q1	$1.34M	Sell
2023 Q4	$1.28M	Buy
2023 Q3	$1.06M	Buy
2023 Q2	$628K	Buy