Simplicity Solutions’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
2021
Q1
Sell
2020
Q4
$375K Sell
2020
Q3
$329K Buy
2020
Q2
$312K Buy
2020
Q1
$252K Buy
2019
Q4
$354K Buy
2019
Q3
$296K Buy
2019
Q2
$276K Buy
2019
Q1
$218K Buy
2018
Q4
Sell
2018
Q3
$236K Buy