Continuum Advisory’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 | $317K | Sell |
1,381
-404
| -23% | -$92.6K | 0.04% | 329 |
|
|
2025
Q1 | $367K | Hold |
1,785
| – | – | 0.05% | 284 |
|
|
2024
Q4 | $381K | Buy |
1,785
+69
| +4% | +$14.7K | 0.05% | 283 |
|
|
2024
Q3 | $376K | Buy |
1,716
+144
| +9% | +$31.5K | 0.05% | 289 |
|
|
2024
Q2 | $312K | Buy |
1,572
+242
| +18% | +$48.1K | 0.05% | 299 |
|
|
2024
Q1 | $263K | Buy |
+1,330
| New | +$263K | 0.04% | 331 |
|