Fidelity Investments’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 | $5.53K | Buy |
156
+70
| +81% | +$2.48K | ﹤0.01% | 4690 |
|
|
2025
Q1 | $2.93K | Hold |
86
| – | – | ﹤0.01% | 4822 |
|
|
2024
Q4 | $3.23K | Sell |
86
-1
| -1% | -$38 | ﹤0.01% | 4737 |
|
|
2024
Q3 | $3.3K | Buy |
87
+1
| +1% | +$38 | ﹤0.01% | 4699 |
|
|
2024
Q2 | $2.98K | Hold |
86
| – | – | ﹤0.01% | 4652 |
|
|
2024
Q1 | $3.1K | Hold |
86
| – | – | ﹤0.01% | 4613 |
|
|
2023
Q4 | $2.98K | Hold |
86
| – | – | ﹤0.01% | 4573 |
|
|
2023
Q3 | $2.61K | Sell |
86
-14
| -14% | -$426 | ﹤0.01% | 4474 |
|
|
2023
Q2 | $3.21K | Hold |
100
| – | – | ﹤0.01% | 4479 |
|
|
2023
Q1 | $3.1K | Sell |
100
-7
| -7% | -$217 | ﹤0.01% | 4511 |
|
|
2022
Q4 | $3.22K | Sell |
107
-101
| -49% | -$3.04K | ﹤0.01% | 4387 |
|
|
2022
Q3 | $6K | Sell |
208
-72
| -26% | -$2.08K | ﹤0.01% | 4249 |
|
|
2022
Q2 | $8K | Hold |
280
| – | – | ﹤0.01% | 4171 |
|
|
2022
Q1 | $9K | Hold |
280
| – | – | ﹤0.01% | 4273 |
|
|
2021
Q4 | $10K | Sell |
280
-43
| -13% | -$1.54K | ﹤0.01% | 3639 |
|
|
2021
Q3 | $11K | Hold |
323
| – | – | ﹤0.01% | 3592 |
|
|
2021
Q2 | $12K | Buy |
+323
| New | +$12K | ﹤0.01% | 3505 |
|