BerganKDV 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
Q2 | $342K | Sell |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $330K | Hold |
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|
2021
Q4 | $354K | Hold |
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|
2021
Q3 | $317K | Hold |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $273K | Sell |
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|
2020
Q3 | $244K | Buy |
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|
2020
Q2 | $225K | Sell |
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|
2020
Q1 | $241K | Hold |
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|
2019
Q4 | $298K | Buy |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $208K | Hold |
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|
2019
Q1 | $201K | Hold |
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|
2018
Q4 | $177K | Hold |
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|
2018
Q3 | $203K | Hold |
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|
2018
Q2 | $192K | Buy |
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