Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,742
| Closed | -$378K | – | 1097 |
|
|
2020
Q2 | $378K | Hold |
16,742
| – | – | 0.02% | 692 |
|
|
2020
Q1 | $322K | Sell |
16,742
-1,450
| -8% | -$27.9K | 0.02% | 611 |
|
|
2019
Q4 | $513K | Sell |
18,192
-218
| -1% | -$6.15K | 0.02% | 586 |
|
|
2019
Q3 | $485K | Hold |
18,410
| – | – | 0.02% | 579 |
|
|
2019
Q2 | $491K | Buy |
+18,410
| New | +$491K | 0.03% | 554 |
|