Carson Wealth (CWM LLC)’s Inspire 100 ETF BIBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.66M | Buy |
185,314
+4,803
| +3% | +$199K | 0.03% | 467 |
|
|
2025
Q1 | $6.93M | Sell |
180,511
-714
| -0.4% | -$27.4K | 0.03% | 436 |
|
|
2024
Q4 | $7.05M | Sell |
181,225
-3,199
| -2% | -$124K | 0.03% | 399 |
|
|
2024
Q3 | $7.5M | Buy |
184,424
+3,959
| +2% | +$161K | 0.03% | 361 |
|
|
2024
Q2 | $6.85M | Buy |
180,465
+3,449
| +2% | +$131K | 0.03% | 361 |
|
|
2024
Q1 | $6.89M | Buy |
177,016
+13,045
| +8% | +$508K | 0.03% | 358 |
|
|
2023
Q4 | $5.72M | Buy |
163,971
+6,484
| +4% | +$226K | 0.03% | 371 |
|
|
2023
Q3 | $4.92M | Buy |
157,487
+26,720
| +20% | +$835K | 0.03% | 365 |
|
|
2023
Q2 | $4.3M | Buy |
130,767
+9,488
| +8% | +$312K | 0.03% | 370 |
|
|
2023
Q1 | $3.81M | Buy |
121,279
+3,215
| +3% | +$101K | 0.03% | 374 |
|
|
2022
Q4 | $3.54M | Sell |
118,064
-365
| -0.3% | -$10.9K | 0.03% | 361 |
|
|
2022
Q3 | $3.29M | Buy |
118,429
+19,681
| +20% | +$546K | 0.03% | 346 |
|
|
2022
Q2 | $2.88M | Buy |
98,748
+4,510
| +5% | +$131K | 0.02% | 364 |
|
|
2022
Q1 | $3.4M | Buy |
94,238
+35,597
| +61% | +$1.28M | 0.02% | 343 |
|
|
2021
Q4 | $2.31M | Buy |
+58,641
| New | +$2.31M | 0.02% | 402 |
|
|
2021
Q2 | $43K | Hold |
1,001
| – | – | ﹤0.01% | 1449 |
|
|
2021
Q1 | $43K | Hold |
1,001
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q4 | $43K | Hold |
1,001
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q3 | $43K | Hold |
1,001
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q2 | $43K | Hold |
1,001
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q1 | $43K | Hold |
1,001
| – | – | ﹤0.01% | 1449 |
|
|
2019
Q4 | $43K | Hold |
1,001
| – | – | ﹤0.01% | 1449 |
|
|
2019
Q3 | $43K | Hold |
1,001
| – | – | ﹤0.01% | 1449 |
|
|
2019
Q2 | $43K | Hold |
1,001
| – | – | ﹤0.01% | 1449 |
|
|
2019
Q1 | $43K | Buy |
+1,001
| New | +$43K | ﹤0.01% | 1449 |
|