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Transform Wealth’s Inspirato ISPO Stock Holding History

Transform Wealth’s Portfolio ISPO Stock Details ISPO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40,505
Closed -$96K – 223
2022
Q3 		$96K Sell
40,505
-2,746
-6% -$6.51K 0.01% 183
2022
Q2 		$200K Buy
43,251
+3,251
+8% +$15K 0.03% 192
2022
Q1 		$398K Buy
+40,000
New +$398K 0.04% 171