Coppell Advisory Solutions’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,523
| Closed | -$538K | – | 393 |
|
|
2025
Q1 | $538K | Buy |
10,523
+10,519
| +262,975% | +$538K | 0.07% | 202 |
|
|
2024
Q4 | $150 | Hold |
4
| – | – | ﹤0.01% | 1858 |
|
|
2024
Q3 | $152 | Hold |
4
| – | – | ﹤0.01% | 1756 |
|
|
2024
Q2 | $139 | Buy |
+4
| New | +$139 | ﹤0.01% | 1682 |
|
|
2023
Q4 | $139 | Hold |
4
| – | – | ﹤0.01% | 1623 |
|
|
2023
Q3 | $120 | Hold |
4
| – | – | ﹤0.01% | 1141 |
|
|
2023
Q2 | $128 | Buy |
+4
| New | +$128 | ﹤0.01% | 1365 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$120 | – | 650 |
|
|
2022
Q4 | $120 | Buy |
+4
| New | +$120 | ﹤0.01% | 1141 |
|