Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
60,013
+57
| +0.1% | +$2.03K | 0.01% | 924 |
|
|
2025
Q1 | $2.05M | Sell |
59,956
-618
| -1% | -$21.1K | 0.01% | 824 |
|
|
2024
Q4 | $2.27M | Buy |
60,574
+5,223
| +9% | +$196K | 0.01% | 743 |
|
|
2024
Q3 | $2.1M | Sell |
55,351
-50,926
| -48% | -$1.93M | 0.01% | 684 |
|
|
2024
Q2 | $3.68M | Buy |
106,277
+8,917
| +9% | +$309K | 0.02% | 485 |
|
|
2024
Q1 | $3.51M | Buy |
97,360
+14,296
| +17% | +$515K | 0.02% | 486 |
|
|
2023
Q4 | $2.88M | Buy |
83,064
+6,998
| +9% | +$243K | 0.02% | 509 |
|
|
2023
Q3 | $2.31M | Buy |
76,066
+13,567
| +22% | +$412K | 0.01% | 511 |
|
|
2023
Q2 | $2.01M | Sell |
62,499
-3,316
| -5% | -$107K | 0.01% | 518 |
|
|
2023
Q1 | $2.04M | Buy |
65,815
+792
| +1% | +$24.6K | 0.01% | 474 |
|
|
2022
Q4 | $1.96M | Sell |
65,023
-1,895
| -3% | -$57.1K | 0.01% | 452 |
|
|
2022
Q3 | $1.83M | Buy |
66,918
+8,886
| +15% | +$243K | 0.01% | 428 |
|
|
2022
Q2 | $1.66M | Buy |
58,032
+1,688
| +3% | +$48.2K | 0.01% | 435 |
|
|
2022
Q1 | $1.87M | Buy |
56,344
+20,567
| +57% | +$683K | 0.01% | 416 |
|
|
2021
Q4 | $1.26M | Buy |
+35,777
| New | +$1.26M | 0.01% | 526 |
|