Continuum Advisory’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 | – | Sell |
-1,028
| Closed | -$35.1K | – | 997 |
|
|
2025
Q1 | $35.1K | Hold |
1,028
| – | – | ﹤0.01% | 760 |
|
|
2024
Q4 | $38.6K | Buy |
1,028
+457
| +80% | +$17.1K | ﹤0.01% | 712 |
|
|
2024
Q3 | $22.3K | Hold |
571
| – | – | ﹤0.01% | 816 |
|
|
2024
Q2 | $19.8K | Hold |
571
| – | – | ﹤0.01% | 789 |
|
|
2024
Q1 | $20.3K | Buy |
+571
| New | +$20.3K | ﹤0.01% | 770 |
|