Aspire Private Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-214
| Closed | -$21.6K | – | 704 |
|
|
2024
Q1 | $21.6K | Sell |
214
-11
| -5% | -$1.11K | 0.01% | 315 |
|
|
2023
Q4 | $20.5K | Buy |
225
+27
| +14% | +$2.46K | 0.01% | 313 |
|
|
2023
Q3 | $16.1K | Sell |
198
-16
| -7% | -$1.3K | 0.01% | 339 |
|
|
2023
Q2 | $18K | Buy |
214
+2
| +0.9% | +$168 | 0.01% | 304 |
|
|
2023
Q1 | $16.5K | Sell |
212
-30
| -12% | -$2.34K | 0.01% | 305 |
|
|
2022
Q4 | $17.4K | Buy |
+242
| New | +$17.4K | 0.01% | 306 |
|