Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.78M | Buy |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $829K | Sell |
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|
2019
Q1 | $887K | Buy |
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|
2018
Q4 | $608K | Sell |
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|
2018
Q3 | $776K | Sell |
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|
2018
Q2 | $813K | Sell |
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|
2018
Q1 | $912K | Sell |
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|
2017
Q4 | $1M | Buy |
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|
2017
Q3 | $915K | Sell |
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|
2017
Q2 | $1.33M | Sell |
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|
2017
Q1 | $1.38M | Buy |
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|
2016
Q4 | $1.29M | Sell |
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|
2016
Q3 | $1.27M | Sell |
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|
2016
Q2 | $1.34M | Buy |
|