EverSource Wealth Advisors’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
$3.25K Sell
14
-20
-59% -$4.64K ﹤0.01% 3316
2025
Q1
$7.05K Buy
34
+1
+3% +$207 ﹤0.01% 2315
2024
Q4
$7.1K Buy
+33
New +$7.1K ﹤0.01% 2178