WMWM
Whitaker-Myers Wealth Managers’s Inspire 100 ETF BIBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
13,662
-553
| -4% | -$22.9K | 0.14% | 71 |
|
|
2025
Q1 | $546K | Sell |
14,215
-7,394
| -34% | -$284K | 0.15% | 57 |
|
|
2024
Q4 | $841K | Buy |
21,609
+618
| +3% | +$24K | 0.25% | 44 |
|
|
2024
Q3 | $854K | Buy |
20,991
+139
| +0.7% | +$5.65K | 0.28% | 44 |
|
|
2024
Q2 | $792K | Buy |
20,852
+337
| +2% | +$12.8K | 0.29% | 46 |
|
|
2024
Q1 | $798K | Buy |
20,515
+279
| +1% | +$10.9K | 0.34% | 50 |
|
|
2023
Q4 | $706K | Sell |
20,236
-577
| -3% | -$20.1K | 0.35% | 44 |
|
|
2023
Q3 | $651K | Buy |
20,813
+238
| +1% | +$7.44K | 0.4% | 41 |
|
|
2023
Q2 | $677K | Buy |
20,575
+81
| +0.4% | +$2.66K | 0.45% | 40 |
|
|
2023
Q1 | $644K | Buy |
20,494
+373
| +2% | +$11.7K | 0.5% | 41 |
|
|
2022
Q4 | $602K | Buy |
+20,121
| New | +$602K | 0.58% | 40 |
|