Delta Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $312K | Hold |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $630K | Hold |
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|
2021
Q4 | $669K | Hold |
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|
2021
Q3 | $673K | Hold |
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|
2021
Q2 | $697K | Hold |
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|
2021
Q1 | $676K | Buy |
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