Harvest Investment Services’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 | $419K | Sell |
11,783
-883
| -7% | -$31.4K | 0.09% | 210 |
|
|
2025
Q1 | $432K | Buy |
12,666
+3,202
| +34% | +$109K | 0.12% | 171 |
|
|
2024
Q4 | $355K | Sell |
9,464
-220
| -2% | -$8.25K | 0.09% | 203 |
|
|
2024
Q3 | $367K | Buy |
+9,684
| New | +$367K | 0.12% | 163 |
|
|
2020
Q2 | – | Sell |
-11,482
| Closed | -$221K | – | 199 |
|
|
2020
Q1 | $221K | Buy |
+11,482
| New | +$221K | 0.29% | 84 |
|