AJ Wealth Strategies’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 | $1.4M | Hold |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $1.21M | Hold |
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|
2022
Q1 | $1.46M | Hold |
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|
2021
Q4 | $1.56M | Hold |
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|
2021
Q3 | $1.4M | Hold |
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|
2021
Q2 | $1.39M | Hold |
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|
2021
Q1 | $1.28M | Hold |
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|
2020
Q4 | $1.2M | Hold |
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|
2020
Q3 | $1.07M | Hold |
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|
2020
Q2 | $991K | Hold |
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|
2020
Q1 | $818K | Sell |
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|
2019
Q4 | $1.02M | Hold |
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|
2019
Q3 | $946K | Sell |
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|
2019
Q2 | $1.57M | Buy |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $614K | Buy |
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