Aevitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $473K | Buy |
|
|||||
|
2020
Q2 | $421K | Buy |
|
|||||
|
2020
Q1 | $232K | Buy |
|
|||||
|
2019
Q4 | $286K | Buy |
|
|||||
|
2019
Q3 | $257K | Buy |
|
|||||
|
2019
Q2 | $253K | Buy |
|
|||||
|
2019
Q1 | $221K | Buy |
|
|||||
|
2018
Q4 | $163K | Buy |
|
|||||
|
2018
Q3 | $187K | Buy |
|
|||||
|
2018
Q2 | $158K | Hold |
|
|||||
|
2018
Q1 | $153K | Buy |
|
|||||
|
2017
Q4 | $138K | Buy |
|