BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $12.3K | Hold |
146
| – | – | ﹤0.01% | 674 |
|
|
2023
Q1 | $11.4K | Sell |
146
-1,115
| -88% | -$87K | ﹤0.01% | 680 |
|
|
2022
Q4 | $90.5K | Hold |
1,261
| – | – | 0.01% | 344 |
|
|
2022
Q3 | $84K | Hold |
1,261
| – | – | 0.01% | 339 |
|
|
2022
Q2 | $91K | Hold |
1,261
| – | – | 0.01% | 338 |
|
|
2022
Q1 | $109K | Sell |
1,261
-200
| -14% | -$17.3K | 0.01% | 328 |
|
|
2021
Q4 | $136K | Hold |
1,461
| – | – | 0.01% | 319 |
|
|
2021
Q3 | $122K | Hold |
1,461
| – | – | 0.01% | 336 |
|
|
2021
Q2 | $121K | Hold |
1,461
| – | – | 0.01% | 350 |
|
|
2021
Q1 | $112K | Buy |
+1,461
| New | +$112K | 0.01% | 346 |
|