NBC Securities’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 | – | Sell |
-329
| Closed | -$11K | – | 2495 |
|
|
2025
Q1 | $11K | Buy |
+329
| New | +$11K | ﹤0.01% | 1704 |
|
|
2024
Q4 | – | Sell |
-329
| Closed | -$12K | – | 1671 |
|
|
2024
Q3 | $12K | Hold |
329
| – | – | ﹤0.01% | 1674 |
|
|
2024
Q2 | $11K | Hold |
329
| – | – | ﹤0.01% | 1654 |
|
|
2024
Q1 | $11K | Hold |
329
| – | – | ﹤0.01% | 1680 |
|
|
2023
Q4 | $11K | Hold |
329
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q3 | $9K | Buy |
+329
| New | +$9K | ﹤0.01% | 1734 |
|