AE Wealth Management’s Inspire 100 ETF BIBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
11,864
-2,615
| -18% | -$108K | ﹤0.01% | 930 |
|
|
2025
Q1 | $556K | Sell |
14,479
-988
| -6% | -$37.9K | ﹤0.01% | 886 |
|
|
2024
Q4 | $602K | Sell |
15,467
-5,309
| -26% | -$207K | 0.01% | 855 |
|
|
2024
Q3 | $845K | Sell |
20,776
-532
| -2% | -$21.6K | 0.01% | 740 |
|
|
2024
Q2 | $809K | Buy |
21,308
+811
| +4% | +$30.8K | 0.01% | 758 |
|
|
2024
Q1 | $798K | Sell |
20,497
-22,128
| -52% | -$861K | 0.01% | 705 |
|
|
2023
Q4 | $1.5M | Buy |
42,625
+2,472
| +6% | +$87.2K | 0.01% | 1008 |
|
|
2023
Q3 | $1.26M | Buy |
40,153
+6,149
| +18% | +$192K | 0.01% | 1006 |
|
|
2023
Q2 | $1.12M | Buy |
34,004
+10,437
| +44% | +$343K | 0.01% | 1046 |
|
|
2023
Q1 | $741K | Buy |
23,567
+2,275
| +11% | +$71.5K | ﹤0.01% | 1167 |
|
|
2022
Q4 | $637K | Sell |
21,292
-7,894
| -27% | -$236K | ﹤0.01% | 1178 |
|
|
2022
Q3 | $810K | Sell |
29,186
-742
| -2% | -$20.6K | 0.01% | 1027 |
|
|
2022
Q2 | $872K | Sell |
29,928
-150
| -0.5% | -$4.37K | 0.01% | 929 |
|
|
2022
Q1 | $1.09M | Sell |
30,078
-2,596
| -8% | -$93.7K | 0.01% | 891 |
|
|
2021
Q4 | $1.29M | Buy |
32,674
+2,465
| +8% | +$97.1K | 0.01% | 843 |
|
|
2021
Q3 | $1.28M | Sell |
30,209
-2,967
| -9% | -$126K | 0.01% | 793 |
|
|
2021
Q2 | $1.42M | Buy |
33,176
+8,328
| +34% | +$355K | 0.01% | 728 |
|
|
2021
Q1 | $970K | Buy |
24,848
+6,678
| +37% | +$261K | 0.01% | 780 |
|
|
2020
Q4 | $665K | Buy |
18,170
+1,607
| +10% | +$58.8K | 0.01% | 858 |
|
|
2020
Q3 | $551K | Buy |
16,563
+691
| +4% | +$23K | 0.01% | 851 |
|
|
2020
Q2 | $483K | Sell |
15,872
-4,899
| -24% | -$149K | 0.01% | 891 |
|
|
2020
Q1 | $516K | Sell |
20,771
-25
| -0.1% | -$621 | 0.01% | 668 |
|
|
2019
Q4 | $633K | Buy |
20,796
+4,556
| +28% | +$139K | 0.01% | 658 |
|
|
2019
Q3 | $453K | Buy |
16,240
+1,112
| +7% | +$31K | 0.01% | 646 |
|
|
2019
Q2 | $420K | Buy |
+15,128
| New | +$420K | 0.01% | 636 |
|
|
2018
Q4 | – | Sell |
-10,825
| Closed | -$303K | – | 485 |
|
|
2018
Q3 | $303K | Buy |
10,825
+1,304
| +14% | +$36.5K | 0.02% | 444 |
|
|
2018
Q2 | $253K | Buy |
9,521
+1,697
| +22% | +$45.1K | 0.02% | 369 |
|
|
2018
Q1 | $205K | Buy |
+7,824
| New | +$205K | 0.02% | 409 |
|