LVZ Inc’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
Q2 | $2.23M | Sell |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $2.96M | Buy |
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|
2024
Q3 | $2.98M | Sell |
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|
2024
Q2 | $2.79M | Sell |
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|
2024
Q1 | $3M | Sell |
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|
2023
Q4 | $3.81M | Buy |
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|
2023
Q3 | $3.29M | Sell |
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|
2023
Q2 | $3.49M | Buy |
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|
2023
Q1 | $3.34M | Sell |
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|
2022
Q4 | $3.52M | Buy |
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|
2022
Q3 | $3.18M | Buy |
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|
2022
Q2 | $3.29M | Buy |
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|
2022
Q1 | $3.79M | Sell |
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|
2021
Q4 | $4.21M | Buy |
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|
2021
Q3 | $3.69M | Buy |
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|
2021
Q2 | $3.55M | Sell |
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|
2021
Q1 | $3.5M | Sell |
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|
2020
Q4 | $3.31M | Buy |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.84M | Buy |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $1.87M | Buy |
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|
2019
Q3 | $1.64M | Buy |
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|
2019
Q2 | $809K | Buy |
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|
2019
Q1 | $748K | Sell |
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|
2018
Q4 | $807K | Buy |
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