JWM
JFG Wealth Management’s Inspirato ISPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
76,211
| – | – | 0.05% | 57 |
|
|
2025
Q1 | $316K | Buy |
+76,211
| New | +$316K | 0.07% | 65 |
|
|
2023
Q3 | – | Sell |
-79,579
| Closed | -$78K | – | 37 |
|
|
2023
Q2 | $78K | Buy |
+79,579
| New | +$78K | 0.02% | 37 |
|
|
2023
Q1 | – | Sell |
-159,158
| Closed | -$189K | – | 35 |
|
|
2022
Q4 | $189K | Buy |
159,158
+79,579
| +100% | +$94.7K | 0.06% | 35 |
|
|
2022
Q3 | $187K | Hold |
79,579
| – | – | 0.06% | 41 |
|
|
2022
Q2 | $368K | Hold |
79,579
| – | – | 0.13% | 21 |
|
|
2022
Q1 | $791K | Buy |
+79,579
| New | +$791K | 0.24% | 14 |
|