Affinia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.58M | Sell |
|
|||||
|
2023
Q1 | $1.46M | Buy |
|
|||||
|
2022
Q4 | $1.31M | Buy |
|
|||||
|
2022
Q3 | $953K | Sell |
|
|||||
|
2022
Q2 | $1.1M | Buy |
|
|||||
|
2022
Q1 | $1.11M | Buy |
|
|||||
|
2021
Q4 | $1.01M | Buy |
|
|||||
|
2021
Q3 | $827K | Sell |
|
|||||
|
2021
Q2 | $956K | Buy |
|
|||||
|
2021
Q1 | $728K | Buy |
|
|||||
|
2020
Q4 | $541K | Buy |
|
|||||
|
2020
Q3 | $449K | Buy |
|
|||||
|
2020
Q2 | $305K | Sell |
|
|||||
|
2020
Q1 | $271K | Buy |
|