SWM
PTL icon

Schwallier Wealth Management’s Inspire 500 ETF PTL Stock Holding History

Schwallier Wealth Management’s Portfolio PTL Stock Details PTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$561K Buy
2,446
+22
+0.9% +$5.05K 0.34% 25
2025
Q1 		$498K Buy
2,424
+427
+21% +$87.8K 0.37% 30
2024
Q4 		$426K Buy
1,997
+769
+63% +$164K 0.32% 23
2024
Q3 		$262K Buy
+1,228
New +$262K 0.19% 30