Gradient Investments’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-358
| Closed | -$12.4K | – | 814 |
|
|
2024
Q2 | $12.4K | Buy |
+358
| New | +$12.4K | ﹤0.01% | 708 |
|
|
2024
Q1 | – | Sell |
-34
| Closed | -$1.18K | – | 1533 |
|
|
2023
Q4 | $1.18K | Hold |
34
| – | – | ﹤0.01% | 1372 |
|
|
2023
Q3 | $1.03K | Hold |
34
| – | – | ﹤0.01% | 1362 |
|
|
2023
Q2 | $1.09K | Buy |
+34
| New | +$1.09K | ﹤0.01% | 1335 |
|