Avondale Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-66
| Closed | -$4K | – | 103 |
|
|
2019
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 107 |
|
|
2019
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 112 |
|
|
2018
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 107 |
|
|
2018
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 95 |
|
|
2018
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 95 |
|
|
2018
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 98 |
|
|
2017
Q4 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 116 |
|