Carolina Wealth Advisors’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
2021
Q4
Sell
2021
Q3
$43K Hold
2021
Q2
$44K Hold
2021
Q1
$43K Hold
2020
Q4
$36K Hold
2020
Q3
$27K Sell
2020
Q2
$31K Hold
2020
Q1
$26K Buy
2019
Q4
$34K Buy