Strategic Equity Management PTL Holdings History
Strategic Equity Management's Inspire 500 ETF Holding Summary
As of 2025-03-31, Strategic Equity Management held 88,747.00 shares of Inspire 500 ETF(PTL), totaling $18.24 Mil. This investment constitutes 7.67% of their stock portfolio, and Strategic Equity Management now holds 6.57% of the outstanding Inspire 500 ETF(PTL) stock.
The initial trade took place in 2024Q2. And since then Strategic Equity Management has made 3 purchases of PTL, at an average price of $200.77, for a total of 97,104.00 shares. In addition, there have been 1 sales at an average price of $216.59 for 8,357.00 shares. Based on historical transaction data and PTL's current price of $237.40, Strategic Equity Management's estimated gain on his PTL holdings is $3.38 Mil, reflecting a 17.35% gain to date.
Strategic Equity Management PTL ($237.40) Holding Chart
Strategic Equity Management PTL ($237.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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