Moneywise Inc’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 | $7.31M | Sell |
31,884
-12,751
| -29% | -$2.92M | 3.43% | 8 |
|
|
2025
Q1 | $9.17M | Sell |
44,635
-9,378
| -17% | -$1.93M | 4.86% | 7 |
|
|
2024
Q4 | $11.5M | Buy |
54,013
+10,812
| +25% | +$2.31M | 5.78% | 6 |
|
|
2024
Q3 | $9.22M | Buy |
43,201
+7,290
| +20% | +$1.56M | 4.54% | 7 |
|
|
2024
Q2 | $7.14M | Buy |
+35,911
| New | +$7.14M | 3.78% | 8 |
|