Barrett & Company’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 |
-56
| Closed | -$5.65K | – | 604 |
|
|
2024
Q1 | $5.65K | Hold |
56
| – | – | ﹤0.01% | 480 |
|
|
2023
Q4 | $5.1K | Hold |
56
| – | – | ﹤0.01% | 471 |
|
|
2023
Q3 | $4.56K | Hold |
56
| – | – | ﹤0.01% | 488 |
|
|
2023
Q2 | $4.71K | Hold |
56
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $4.37K | Hold |
56
| – | – | ﹤0.01% | 454 |
|
|
2022
Q4 | $4.02K | Hold |
56
| – | – | ﹤0.01% | 465 |
|
|
2022
Q3 | $4.02K | Buy |
+56
| New | +$4.02K | ﹤0.01% | 465 |
|