BFS
Bare Financial Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
29,599
-411
| -1% | -$14.6K | 0.35% | 25 |
|
|
2025
Q1 | $1.02M | Sell |
30,010
-1,956
| -6% | -$66.7K | 0.39% | 24 |
|
|
2024
Q4 | $1.2M | Sell |
31,966
-1,016
| -3% | -$38.1K | 0.48% | 24 |
|
|
2024
Q3 | $1.25M | Sell |
32,982
-9,185
| -22% | -$348K | 0.51% | 25 |
|
|
2024
Q2 | $1.62M | Sell |
42,167
-62,991
| -60% | -$2.42M | 0.85% | 23 |
|
|
2024
Q1 | $3.56M | Buy |
105,158
+43,404
| +70% | +$1.47M | 3.42% | 9 |
|
|
2023
Q4 | $2.14M | Buy |
+61,754
| New | +$2.14M | 4.31% | 10 |
|