Charles Schwab’s Ispire Technology ISPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
46,552
+49
| +0.1% | +$125 | ﹤0.01% | 3409 |
|
|
2025
Q1 | $127K | Hold |
46,503
| – | – | ﹤0.01% | 3313 |
|
|
2024
Q4 | $234K | Hold |
46,503
| – | – | ﹤0.01% | 3298 |
|
|
2024
Q3 | $289K | Sell |
46,503
-2,500
| -5% | -$15.5K | ﹤0.01% | 3292 |
|
|
2024
Q2 | $392K | Buy |
49,003
+8,094
| +20% | +$64.8K | ﹤0.01% | 3289 |
|
|
2024
Q1 | $251K | Hold |
40,909
| – | – | ﹤0.01% | 3204 |
|
|
2023
Q4 | $496K | Buy |
+40,909
| New | +$496K | ﹤0.01% | 3073 |
|