Cyndeo Wealth Partners’s Inspire 100 ETF BIBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+4,953
| New | +$205K | 0.01% | 448 |
|
|
2024
Q3 | – | Sell |
-9,801
| Closed | -$372K | – | 447 |
|
|
2024
Q2 | $372K | Buy |
9,801
+281
| +3% | +$10.7K | 0.03% | 308 |
|
|
2024
Q1 | $370K | Buy |
9,520
+1,355
| +17% | +$52.7K | 0.03% | 297 |
|
|
2023
Q4 | $285K | Buy |
8,165
+2
| +0% | +$70 | 0.03% | 317 |
|
|
2023
Q3 | $255K | Buy |
8,163
+768
| +10% | +$24K | 0.03% | 296 |
|
|
2023
Q2 | $243K | Buy |
7,395
+520
| +8% | +$17.1K | 0.03% | 289 |
|
|
2023
Q1 | $216K | Buy |
+6,875
| New | +$216K | 0.02% | 299 |
|