Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $66.8K | Buy |
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|
2025
Q2 | $54.5K | Sell |
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|
2025
Q1 | $114K | Buy |
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|
2024
Q4 | $57.6K | Hold |
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|
2024
Q3 | $58.2K | Hold |
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|
2024
Q2 | $53.2K | Buy |
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|
2024
Q1 | $52.4K | Hold |
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|
2023
Q4 | $50.5K | Hold |
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|
2023
Q3 | $44.2K | Hold |
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|
2023
Q2 | $46.8K | Sell |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $40K | Buy |
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|
2021
Q3 | $40K | Buy |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $10K | Buy |
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|
2020
Q4 | $10K | Buy |
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|
2020
Q3 | $4K | Buy |
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|
2020
Q2 | $4K | Buy |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $5K | Buy |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $5K | Hold |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $5K | Buy |
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