PAX Financial Group’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
Q3 | $7.52M | Buy |
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|
2025
Q2 | $6.87M | Sell |
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|
2025
Q1 | $7.64M | Sell |
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|
2024
Q4 | $9.02M | Sell |
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|
2024
Q3 | $9.68M | Sell |
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|
2024
Q2 | $9.3M | Sell |
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|
2024
Q1 | $10M | Sell |
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|
2023
Q4 | $9.72M | Buy |
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|
2023
Q3 | $8.32M | Buy |
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|
2023
Q2 | $8.15M | Buy |
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|
2023
Q1 | $6.79M | Buy |
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|
2022
Q4 | $5.38M | Sell |
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|
2022
Q3 | $4.96M | Sell |
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|
2022
Q2 | $5.71M | Buy |
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|
2022
Q1 | $4.39M | Buy |
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|
2021
Q4 | $2.56M | Buy |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $762K | Buy |
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|
2021
Q1 | $438K | Buy |
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