Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,158
| Closed | -$584K | – | 1974 |
|
|
2024
Q1 | $584K | Buy |
16,158
+86
| +0.5% | +$3.11K | 0.01% | 1185 |
|
|
2023
Q4 | $558K | Sell |
16,072
-570
| -3% | -$19.8K | 0.01% | 1145 |
|
|
2023
Q3 | $508K | Buy |
16,642
+971
| +6% | +$29.6K | 0.01% | 1116 |
|
|
2023
Q2 | $504K | Buy |
15,671
+742
| +5% | +$23.8K | 0.01% | 1150 |
|
|
2023
Q1 | $465K | Buy |
14,929
+1,126
| +8% | +$35.1K | 0.01% | 1178 |
|
|
2022
Q4 | $416K | Buy |
13,803
+3,135
| +29% | +$94.4K | 0.01% | 1174 |
|
|
2022
Q3 | $293K | Buy |
10,668
+246
| +2% | +$6.76K | 0.01% | 1305 |
|
|
2022
Q2 | $298K | Buy |
10,422
+1,327
| +15% | +$37.9K | 0.01% | 1194 |
|
|
2022
Q1 | $302K | Buy |
+9,095
| New | +$302K | 0.01% | 1313 |
|