Abbrea Capital’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $376K | Hold |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $314K | Hold |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $268K | Hold |
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|
2022
Q3 | $250K | Hold |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $323K | Hold |
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|
2021
Q4 | $347K | Hold |
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|
2021
Q3 | $311K | Hold |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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