Sowell Financial Services’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 | – | Sell |
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|
2025
Q2 | $2.15M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $698K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $723K | Buy |
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|
2022
Q2 | $548K | Buy |
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|
2022
Q1 | $664K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $23K | Sell |
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|
2020
Q4 | $40K | Buy |
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|
2020
Q3 | $24K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Buy |
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