Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-750
| Closed | -$27K | – | 437 |
|
|
2021
Q1 | $27K | Hold |
750
| – | – | 0.02% | 271 |
|
|
2020
Q4 | $22K | Hold |
750
| – | – | 0.01% | 272 |
|
|
2020
Q3 | $18K | Hold |
750
| – | – | 0.01% | 276 |
|
|
2020
Q2 | $17K | Hold |
750
| – | – | 0.01% | 276 |
|
|
2020
Q1 | $15K | Hold |
750
| – | – | 0.02% | 269 |
|
|
2019
Q4 | $21K | Buy |
+750
| New | +$21K | 0.02% | 238 |
|