Belpointe Asset Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $697K | Sell |
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|
2024
Q3 | $742K | Buy |
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|
2024
Q2 | $629K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $881K | Sell |
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|
2023
Q3 | $832K | Sell |
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|
2023
Q2 | $895K | Buy |
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|
2023
Q1 | $195K | Buy |
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|
2022
Q4 | $189K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $150K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $260K | Buy |
|