AE Wealth Management’s Inspire Corporate Bond ETF IBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $731K | Buy |
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|
2021
Q3 | $554K | Sell |
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|
2021
Q2 | $799K | Buy |
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|
2021
Q1 | $457K | Sell |
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|
2020
Q4 | $476K | Buy |
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|
2020
Q3 | $351K | Buy |
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|
2020
Q2 | $313K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $279K | Buy |
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|
2019
Q3 | $243K | Buy |
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|
2019
Q2 | $223K | Buy |
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