Schwallier Wealth Management’s Inspire International ETF WWJD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
15,277
+1,356
| +10% | +$46.5K | 0.32% | 28 |
|
|
2025
Q1 | $428K | Buy |
13,921
+371
| +3% | +$11.4K | 0.32% | 32 |
|
|
2024
Q4 | $393K | Buy |
13,550
+1,438
| +12% | +$41.7K | 0.3% | 27 |
|
|
2024
Q3 | $391K | Buy |
12,112
+1,868
| +18% | +$60.3K | 0.28% | 27 |
|
|
2024
Q2 | $302K | Buy |
10,244
+2,198
| +27% | +$64.8K | 0.25% | 24 |
|
|
2024
Q1 | $242K | Buy |
+8,046
| New | +$242K | 0.19% | 26 |
|