Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34K | Buy |
235
+1
| +0.4% | +$35 | ﹤0.01% | 316 |
|
|
2025
Q1 | $7.98K | Hold |
234
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $8.78K | Buy |
234
+1
| +0.4% | +$38 | ﹤0.01% | 305 |
|
|
2024
Q3 | $8.82K | Buy |
233
+1
| +0.4% | +$38 | ﹤0.01% | 273 |
|
|
2024
Q2 | $8.02K | Buy |
232
+1
| +0.4% | +$35 | ﹤0.01% | 277 |
|
|
2024
Q1 | $8.31K | Hold |
231
| – | – | ﹤0.01% | 270 |
|
|
2023
Q4 | $8.01K | Buy |
231
+2
| +0.9% | +$69 | ﹤0.01% | 274 |
|
|
2023
Q3 | $7K | Hold |
229
| – | – | ﹤0.01% | 283 |
|
|
2023
Q2 | $7K | Buy |
229
+56
| +32% | +$1.71K | ﹤0.01% | 285 |
|
|
2023
Q1 | $5K | Hold |
173
| – | – | ﹤0.01% | 299 |
|
|
2022
Q4 | $5K | Buy |
+173
| New | +$5K | ﹤0.01% | 286 |
|