EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.93M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $2.03M | Buy |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $901K | Buy |
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|
2022
Q2 | $776K | Buy |
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|
2022
Q1 | $899K | Buy |
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|
2021
Q4 | $17K | Buy |
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