American Money Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,220
Closed -$232K 131
2022
Q2
$232K Sell
3,220
-200
-6% -$14.4K 0.07% 123
2022
Q1
$296K Hold
3,420
0.08% 120
2021
Q4
$318K Hold
3,420
0.08% 117
2021
Q3
$285K Buy
+3,420
New +$285K 0.08% 122