Parallel Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-681
| Closed | -$23.6K | – | 3426 |
|
|
2024
Q2 | $23.6K | Sell |
681
-569
| -46% | -$19.7K | ﹤0.01% | 1875 |
|
|
2024
Q1 | $45K | Hold |
1,250
| – | – | ﹤0.01% | 1555 |
|
|
2023
Q4 | $43.4K | Hold |
1,250
| – | – | ﹤0.01% | 1495 |
|
|
2023
Q3 | $38K | Hold |
1,250
| – | – | ﹤0.01% | 1531 |
|
|
2023
Q2 | $40.2K | Buy |
+1,250
| New | +$40.2K | ﹤0.01% | 1510 |
|