Baystate Wealth Management’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 | $5.82M | Sell |
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|
2023
Q3 | $5.27M | Buy |
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|
2023
Q2 | $5.43M | Sell |
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|
2023
Q1 | $5.16M | Sell |
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|
2022
Q4 | $5M | Buy |
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|
2022
Q3 | $4.25M | Buy |
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|
2022
Q2 | $4.44M | Buy |
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|
2022
Q1 | $4.83M | Buy |
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|
2021
Q4 | $4.94M | Sell |
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|
2021
Q3 | $4.76M | Sell |
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|
2021
Q2 | $7.24M | Sell |
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|
2021
Q1 | $8.12M | Buy |
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|
2020
Q4 | $6.88M | Buy |
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|
2020
Q3 | $4.83M | Buy |
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|
2020
Q2 | $4.06M | Buy |
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|
2020
Q1 | $3.31M | Buy |
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|
2019
Q4 | $3.41M | Buy |
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|
2019
Q3 | $2.92M | Buy |
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|
2019
Q2 | $2.27M | Buy |
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|
2019
Q1 | $2.08M | Buy |
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|
2018
Q4 | $907K | Buy |
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|
2018
Q3 | $795K | Buy |
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|
2018
Q2 | $752K | Buy |
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|
2018
Q1 | $661K | Buy |
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|
2017
Q4 | $538K | Buy |
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|
2017
Q3 | $475K | Buy |
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|
2017
Q2 | $427K | Buy |
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|
2017
Q1 | $276K | Buy |
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|
2016
Q4 | $223K | Buy |
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