Bartlett & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $476K | Buy |
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|
2023
Q3 | $415K | Hold |
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|
2023
Q2 | $427K | Hold |
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|
2023
Q1 | $396K | Hold |
|
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|
2022
Q4 | $364K | Hold |
|
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|
2022
Q3 | $340K | Hold |
|
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $439K | Hold |
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|
2021
Q4 | $471K | Hold |
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|
2021
Q3 | $422K | Sell |
|
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|
2021
Q2 | $445K | Hold |
|
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|
2021
Q1 | $410K | Sell |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $353K | Hold |
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|
2020
Q2 | $325K | Hold |
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|
2020
Q1 | $269K | Buy |
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|
2019
Q3 | $323K | Buy |
|