Well Done LLC’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 | – | Sell |
|
|||||
|
2025
Q1 | $591K | Sell |
|
|||||
|
2024
Q4 | $654K | Hold |
|
|||||
|
2024
Q3 | $654K | Hold |
|
|||||
|
2024
Q2 | $598K | Hold |
|
|||||
|
2024
Q1 | $622K | Sell |
|
|||||
|
2023
Q4 | $651K | Buy |
|
|||||
|
2023
Q3 | $569K | Buy |
|
|||||
|
2023
Q2 | $533K | Hold |
|
|||||
|
2023
Q1 | $515K | Hold |
|
|||||
|
2022
Q4 | $499K | Buy |
|
|||||
|
2022
Q3 | $452K | Sell |
|
|||||
|
2022
Q2 | $549K | Buy |
|
|||||
|
2022
Q1 | $600K | Buy |
|
|||||
|
2021
Q4 | $620K | Buy |
|
|||||
|
2021
Q3 | $617K | Buy |
|
|||||
|
2021
Q2 | $621K | Buy |
|
|||||
|
2021
Q1 | $601K | Buy |
|
|||||
|
2020
Q4 | $434K | Buy |
|
|||||
|
2020
Q3 | $325K | Sell |
|
|||||
|
2020
Q2 | $374K | Buy |
|
|||||
|
2020
Q1 | $311K | Buy |
|
|||||
|
2019
Q4 | $314K | Hold |
|
|||||
|
2019
Q3 | $293K | Buy |
|