Creekmur Asset Management’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
$180K Buy
786
+359
+84% +$82.3K 0.03% 235
2025
Q1
$87.8K Sell
427
-438
-51% -$90K 0.02% 255
2024
Q4
$185K Sell
865
-64
-7% -$13.7K 0.04% 127
2024
Q3
$198K Buy
929
+216
+30% +$46.1K 0.05% 118
2024
Q2
$142K Buy
+713
New +$142K 0.04% 148