Next Financial Group’s Inspire Corporate Bond ETF IBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $506K | Buy |
19,669
+8,116
| +70% | +$209K | 0.03% | 542 |
|
|
2021
Q3 | $302K | Buy |
11,553
+923
| +9% | +$24.1K | 0.02% | 660 |
|
|
2021
Q2 | $279K | Buy |
10,630
+1,122
| +12% | +$29.4K | 0.02% | 713 |
|
|
2021
Q1 | $246K | Buy |
9,508
+3,103
| +48% | +$80.3K | 0.02% | 692 |
|
|
2020
Q4 | $170K | Buy |
6,405
+2,026
| +46% | +$53.8K | 0.02% | 769 |
|
|
2020
Q3 | $115K | Buy |
+4,379
| New | +$115K | 0.01% | 802 |
|
|
2020
Q2 | – | Sell |
-604
| Closed | -$15K | – | 1177 |
|
|
2020
Q1 | $15K | Sell |
604
-28
| -4% | -$695 | ﹤0.01% | 1380 |
|
|
2019
Q4 | $16K | Buy |
632
+4
| +0.6% | +$101 | ﹤0.01% | 1604 |
|
|
2019
Q3 | $16K | Buy |
+628
| New | +$16K | ﹤0.01% | 1524 |
|