Carson Wealth (CWM LLC)’s Inspire Global Hope ETF BLES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6M | Sell |
135,364
-17,291
| -11% | -$783K | 0.02% | 737 |
|
|
2025
Q4 | $6.6M | Buy |
152,655
+9,634
| +7% | +$413K | 0.02% | 673 |
|
|
2025
Q3 | $6.07M | Sell |
143,021
-2,933
| -2% | -$122K | 0.02% | 635 |
|
|
2025
Q2 | $5.93M | Sell |
145,954
-438
| -0.3% | -$16.9K | 0.02% | 537 |
|
|
2025
Q1 | $5.52M | Buy |
146,392
+4,384
| +3% | +$168K | 0.02% | 497 |
|
|
2024
Q4 | $5.25M | Sell |
142,008
-6,077
| -4% | -$235K | 0.02% | 464 |
|
|
2024
Q3 | $5.85M | Buy |
148,085
+10,854
| +8% | +$411K | 0.03% | 412 |
|
|
2024
Q2 | $5.01M | Buy |
137,231
+10,227
| +8% | +$377K | 0.02% | 420 |
|
|
2024
Q1 | $4.77M | Buy |
127,004
+2,926
| +2% | +$105K | 0.02% | 426 |
|
|
2023
Q4 | $4.43M | Buy |
124,078
+8,127
| +7% | +$266K | 0.02% | 416 |
|
|
2023
Q3 | $3.69M | Buy |
115,951
+18,921
| +20% | +$632K | 0.02% | 423 |
|
|
2023
Q2 | $3.24M | Buy |
97,030
+6,707
| +7% | +$220K | 0.02% | 431 |
|
|
2023
Q1 | $2.96M | Buy |
90,323
+1,522
| +2% | +$49.9K | 0.02% | 419 |
|
|
2022
Q4 | $2.77M | Sell |
88,801
-1,524
| -2% | -$46.3K | 0.02% | 400 |
|
|
2022
Q3 | $2.5M | Buy |
90,325
+6,241
| +7% | +$193K | 0.02% | 390 |
|
|
2022
Q2 | $2.53M | Buy |
84,084
+2,873
| +4% | +$94.6K | 0.02% | 378 |
|
|
2022
Q1 | $2.92M | Buy |
81,211
+29,518
| +57% | +$1.05M | 0.02% | 361 |
|
|
2021
Q4 | $1.96M | Buy |
+51,693
| New | +$2.03M | 0.01% | 437 |
|
|
2021
Q2 | $38K | Hold |
979
| – | – | ﹤0.01% | 1508 |
|
|
2021
Q1 | $38K | Hold |
979
| – | – | ﹤0.01% | 1508 |
|
|
2020
Q4 | $38K | Hold |
979
| – | – | ﹤0.01% | 1508 |
|
|
2020
Q3 | $38K | Hold |
979
| – | – | ﹤0.01% | 1508 |
|
|
2020
Q2 | $38K | Hold |
979
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q1 | $38K | Hold |
979
| – | – | ﹤0.01% | 1507 |
|
|
2019
Q4 | $38K | Hold |
979
| – | – | ﹤0.01% | 1507 |
|
|
2019
Q3 | $38K | Hold |
979
| – | – | ﹤0.01% | 1507 |
|
|
2019
Q2 | $38K | Hold |
979
| – | – | ﹤0.01% | 1507 |
|
|
2019
Q1 | $38K | Buy |
+979
| New | +$26.3K | ﹤0.01% | 1507 |
|
Other funds holding BLES
OFS
SFS
AI
ACM
IA
NFG