Blue Trust Inc’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
Q3 | – | Sell |
-13
| Closed | -$1.31K | – | 2923 |
|
|
2024
Q2 | $1.31K | Hold |
13
| – | – | ﹤0.01% | 2514 |
|
|
2024
Q1 | $1.31K | Hold |
13
| – | – | ﹤0.01% | 1892 |
|
|
2023
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 2294 |
|
|
2023
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1903 |
|
|
2023
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1833 |
|
|
2023
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 2136 |
|
|
2022
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 2046 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1907 |
|
|
2022
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1765 |
|