Appleton Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $286K | Hold |
3,511
| – | – | 1% | 18 |
|
|
2023
Q2 | $296K | Sell |
3,511
-113
| -3% | -$9.51K | 0.41% | 22 |
|
|
2023
Q1 | $283K | Sell |
3,624
-590
| -14% | -$46K | 0.55% | 26 |
|
|
2022
Q4 | $303K | Buy |
+4,214
| New | +$303K | 0.44% | 27 |
|
|
2022
Q1 | – | Sell |
-4,531
| Closed | -$421K | – | 46 |
|
|
2021
Q4 | $421K | Sell |
4,531
-694
| -13% | -$64.5K | 0.42% | 27 |
|
|
2021
Q3 | $435K | Buy |
5,225
+288
| +6% | +$24K | 0.37% | 19 |
|
|
2021
Q2 | $409K | Sell |
4,937
-284
| -5% | -$23.5K | 0.31% | 27 |
|
|
2021
Q1 | $399K | Buy |
5,221
+1,179
| +29% | +$90.1K | 0.52% | 20 |
|
|
2020
Q4 | $289K | Buy |
4,042
+602
| +18% | +$43K | 0.28% | 21 |
|
|
2020
Q3 | $220K | Buy |
+3,440
| New | +$220K | 0.34% | 27 |
|