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Gateway Wealth Partners’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Gateway Wealth Partners’s Portfolio ISMD Stock Details ISMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,355
Closed -$345K – 248
2023
Q3 		$345K Buy
11,355
+3,632
+47% +$110K 0.06% 174
2023
Q2 		$248K Buy
+7,723
New +$248K 0.04% 202