Schwallier Wealth Management’s Inspire 100 ETF BIBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,588
| Closed | -$253K | – | 53 |
|
|
2025
Q1 | $253K | Sell |
6,588
-2,174
| -25% | -$83.5K | 0.19% | 49 |
|
|
2024
Q4 | $341K | Buy |
8,762
+367
| +4% | +$14.3K | 0.26% | 28 |
|
|
2024
Q3 | $341K | Buy |
8,395
+539
| +7% | +$21.9K | 0.24% | 28 |
|
|
2024
Q2 | $298K | Sell |
7,856
-872
| -10% | -$33.1K | 0.24% | 25 |
|
|
2024
Q1 | $340K | Sell |
8,728
-925
| -10% | -$36K | 0.27% | 23 |
|
|
2023
Q4 | $337K | Buy |
+9,653
| New | +$337K | 0.28% | 27 |
|