LWAM
Legacy Wealth Asset Management’s Inspire Global Hope ETF BLES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
6,777
-155,592
| -96% | -$6.32M | 0.07% | 322 |
|
|
2025
Q1 | $6.13M | Buy |
162,369
+5,294
| +3% | +$200K | 1.69% | 4 |
|
|
2024
Q4 | $5.81M | Buy |
157,075
+1,569
| +1% | +$58K | 1.58% | 4 |
|
|
2024
Q3 | $6.14M | Buy |
155,506
+1,405
| +0.9% | +$55.5K | 1.65% | 4 |
|
|
2024
Q2 | $5.63M | Buy |
154,101
+4,916
| +3% | +$179K | 1.59% | 5 |
|
|
2024
Q1 | $5.61M | Buy |
149,185
+10,070
| +7% | +$379K | 1.56% | 5 |
|
|
2023
Q4 | $4.97M | Buy |
139,115
+7,772
| +6% | +$277K | 1.63% | 3 |
|
|
2023
Q3 | $4.18M | Buy |
131,343
+3,233
| +3% | +$103K | 1.54% | 3 |
|
|
2023
Q2 | $4.28M | Sell |
128,110
-2,261
| -2% | -$75.6K | 1.5% | 3 |
|
|
2023
Q1 | $4.27M | Buy |
130,371
+790
| +0.6% | +$25.9K | 1.54% | 3 |
|
|
2022
Q4 | $4.05M | Buy |
129,581
+4,009
| +3% | +$125K | 1.54% | 2 |
|
|
2022
Q3 | $3.48M | Buy |
125,572
+3,013
| +2% | +$83.4K | 1.52% | 3 |
|
|
2022
Q2 | $3.69M | Buy |
122,559
+3,396
| +3% | +$102K | 1.5% | 4 |
|
|
2022
Q1 | $4.29M | Buy |
119,163
+8,062
| +7% | +$290K | 1.53% | 4 |
|
|
2021
Q4 | $4.21M | Buy |
111,101
+11,675
| +12% | +$443K | 1.43% | 4 |
|
|
2021
Q3 | $3.79M | Buy |
99,426
+5,268
| +6% | +$201K | 1.74% | 3 |
|
|
2021
Q2 | $3.67M | Buy |
94,158
+2,791
| +3% | +$109K | 1.63% | 3 |
|
|
2021
Q1 | $3.31M | Buy |
91,367
+2,653
| +3% | +$96.2K | 1.53% | 3 |
|
|
2020
Q4 | $2.97M | Buy |
+88,714
| New | +$2.97M | 1.49% | 3 |
|