EverSource Wealth Advisors’s Inspire Global Hope ETF BLES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $537K | Sell |
13,224
-346
| -3% | -$14.1K | 0.02% | 427 |
|
2025
Q1 | $512K | Sell |
13,570
-2,081
| -13% | -$78.5K | 0.03% | 379 |
|
2024
Q4 | $579K | Sell |
15,651
-5,853
| -27% | -$216K | 0.03% | 341 |
|
2024
Q3 | $850K | Sell |
21,504
-58
| -0.3% | -$2.29K | 0.05% | 243 |
|
2024
Q2 | $819K | Buy |
21,562
+4,453
| +26% | +$169K | 0.05% | 243 |
|
2024
Q1 | $616K | Buy |
17,109
+7,524
| +78% | +$271K | 0.05% | 236 |
|
2023
Q4 | $342K | Buy |
9,585
+8,696
| +978% | +$310K | 0.03% | 312 |
|
2023
Q3 | $28.3K | Sell |
889
-621
| -41% | -$19.8K | ﹤0.01% | 1006 |
|
2023
Q2 | $50.5K | Sell |
1,510
-397
| -21% | -$13.3K | 0.01% | 834 |
|
2023
Q1 | $62.5K | Sell |
1,907
-75
| -4% | -$2.46K | 0.01% | 704 |
|
2022
Q4 | $61.9K | Hold |
1,982
| – | – | 0.01% | 674 |
|
2022
Q3 | $55K | Sell |
1,982
-713
| -26% | -$19.8K | 0.01% | 610 |
|
2022
Q2 | $81K | Buy |
2,695
+302
| +13% | +$9.08K | 0.02% | 436 |
|
2022
Q1 | $86K | Sell |
2,393
-258
| -10% | -$9.27K | 0.02% | 358 |
|
2021
Q4 | $101K | Buy |
+2,651
| New | +$101K | 0.03% | 308 |
|