Commonwealth Equity Services’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 | $3.53M | Buy |
15,410
+551
| +4% | +$126K | ﹤0.01% | 1574 |
|
|
2025
Q1 | $3.05M | Sell |
14,859
-25
| -0.2% | -$5.14K | ﹤0.01% | 1621 |
|
|
2024
Q4 | $3.18M | Buy |
14,884
+88
| +0.6% | +$18.8K | ﹤0.01% | 1536 |
|
|
2024
Q3 | $3.16M | Buy |
14,796
+2,152
| +17% | +$459K | ﹤0.01% | 1541 |
|
|
2024
Q2 | $2.51M | Buy |
+12,644
| New | +$2.51M | ﹤0.01% | 1638 |
|