Advisor Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $19K | Buy |
665
+22
| +3% | +$629 | ﹤0.01% | 3975 |
|
|
2019
Q3 | $17K | Buy |
643
+73
| +13% | +$1.93K | ﹤0.01% | 4052 |
|
|
2019
Q2 | $15K | Sell |
570
-525
| -48% | -$13.8K | ﹤0.01% | 4130 |
|
|
2019
Q1 | $29K | Buy |
1,095
+44
| +4% | +$1.17K | ﹤0.01% | 3748 |
|
|
2018
Q4 | $24K | Buy |
1,051
+20
| +2% | +$457 | ﹤0.01% | 3684 |
|
|
2018
Q3 | $30K | Buy |
1,031
+675
| +190% | +$19.6K | ﹤0.01% | 3624 |
|
|
2018
Q2 | $10K | Sell |
356
-21
| -6% | -$590 | ﹤0.01% | 4071 |
|
|
2018
Q1 | $10K | Buy |
377
+147
| +64% | +$3.9K | ﹤0.01% | 4070 |
|
|
2017
Q4 | $6K | Buy |
+230
| New | +$6K | ﹤0.01% | 4337 |
|