Values First Advisors’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
Q2 | $13.8K | Buy |
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2025
Q1 | $11.8K | Hold |
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|
2024
Q4 | $13K | Sell |
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|
2024
Q3 | $35.6K | Buy |
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|
2024
Q2 | $31.3K | Buy |
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|
2024
Q1 | $25.2K | Sell |
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|
2023
Q4 | $180K | Buy |
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|
2023
Q3 | $9.48K | Hold |
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|
2023
Q2 | $10K | Buy |
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|
2023
Q1 | $9.66K | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $9K | Sell |
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|
2020
Q4 | $105K | Buy |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $4.97K | Sell |
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|
2019
Q4 | $141K | Buy |
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