Winch Advisory Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Winch Advisory Services’s Portfolio ISMD Stock Details ISMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.34K	Buy
2025 Q1	$7.98K	Hold
2024 Q4	$8.78K	Buy
2024 Q3	$8.82K	Buy
2024 Q2	$8.02K	Buy
2024 Q1	$8.31K	Hold
2023 Q4	$8.01K	Buy
2023 Q3	$7K	Hold
2023 Q2	$7K	Buy
2023 Q1	$5K	Hold
2022 Q4	$5K	Buy