Valmark Advisers’s Inspire 500 ETF PTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
9,482
-959
| -9% | -$220K | 0.03% | 209 |
|
|
2025
Q1 | $2.15M | Buy |
10,441
+1,943
| +23% | +$399K | 0.03% | 200 |
|
|
2024
Q4 | $1.81M | Buy |
8,498
+3,697
| +77% | +$789K | 0.03% | 222 |
|
|
2024
Q3 | $1.03M | Sell |
4,801
-863
| -15% | -$184K | 0.02% | 299 |
|
|
2024
Q2 | $1.13M | Buy |
+5,664
| New | +$1.13M | 0.02% | 259 |
|