Bank Julius Baer & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $752K | Sell |
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|
2022
Q2 | $817K | Sell |
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|
2022
Q1 | $989K | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $3.18M | Buy |
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|
2021
Q2 | $3.14M | Buy |
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|
2021
Q1 | $1.55M | Sell |
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|
2020
Q4 | $3.11M | Buy |
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|
2020
Q3 | $2.78M | Buy |
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|
2020
Q2 | $2.18M | Buy |
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|
2020
Q1 | $1.73M | Buy |
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