EWA
EverSource Wealth Advisors’s Inspire 100 ETF BIBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
83,634
-1,414
| -2% | -$58.4K | 0.16% | 122 |
|
|
2025
Q1 | $3.27M | Sell |
85,048
-3,702
| -4% | -$142K | 0.18% | 113 |
|
|
2024
Q4 | $3.45M | Sell |
88,750
-4,793
| -5% | -$186K | 0.19% | 104 |
|
|
2024
Q3 | $3.8M | Sell |
93,543
-8,950
| -9% | -$364K | 0.24% | 93 |
|
|
2024
Q2 | $4M | Buy |
102,493
+33,128
| +48% | +$1.29M | 0.27% | 81 |
|
|
2024
Q1 | $2.54M | Sell |
69,365
-40,412
| -37% | -$1.48M | 0.2% | 105 |
|
|
2023
Q4 | $3.83M | Buy |
109,777
+10,385
| +10% | +$362K | 0.35% | 72 |
|
|
2023
Q3 | $3.11M | Buy |
99,392
+6,101
| +7% | +$191K | 0.33% | 77 |
|
|
2023
Q2 | $3.07M | Buy |
93,291
+32,033
| +52% | +$1.05M | 0.34% | 77 |
|
|
2023
Q1 | $1.93M | Buy |
61,258
+7,571
| +14% | +$238K | 0.24% | 98 |
|
|
2022
Q4 | $1.61M | Buy |
53,687
+756
| +1% | +$22.6K | 0.24% | 89 |
|
|
2022
Q3 | $1.47M | Sell |
52,931
-457
| -0.9% | -$12.7K | 0.34% | 55 |
|
|
2022
Q2 | $1.56M | Buy |
53,388
+3,498
| +7% | +$102K | 0.4% | 51 |
|
|
2022
Q1 | $1.8M | Buy |
49,890
+31,701
| +174% | +$1.14M | 0.46% | 43 |
|
|
2021
Q4 | $716K | Buy |
+18,189
| New | +$716K | 0.2% | 85 |
|