Carson Wealth (CWM LLC)’s Inspire 500 ETF PTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
8,670
+1,641
| +23% | +$376K | 0.01% | 959 |
|
|
2025
Q1 | $1.44M | Buy |
7,029
+1,484
| +27% | +$305K | 0.01% | 957 |
|
|
2024
Q4 | $1.18M | Buy |
5,545
+559
| +11% | +$119K | ﹤0.01% | 999 |
|
|
2024
Q3 | $1.07M | Buy |
4,986
+1,587
| +47% | +$339K | ﹤0.01% | 992 |
|
|
2024
Q2 | $676K | Buy |
+3,399
| New | +$676K | ﹤0.01% | 1074 |
|