IFWM
Institute for Wealth Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-59,200
| Closed | -$1.56M | – | 482 |
|
|
2019
Q1 | $1.56M | Buy |
+59,200
| New | +$1.56M | 0.34% | 67 |
|
|
2018
Q4 | – | Sell |
-69,514
| Closed | -$2.04M | – | 299 |
|
|
2018
Q3 | $2.04M | Buy |
+69,514
| New | +$2.04M | 0.69% | 38 |
|
|
2018
Q1 | – | Sell |
-27,910
| Closed | -$738K | – | 324 |
|
|
2017
Q4 | $738K | Buy |
+27,910
| New | +$738K | 0.17% | 172 |
|