Brewin Dolphin Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $160K | Hold |
2,220
| – | – | 0.02% | 131 |
|
|
2022
Q1 | $192K | Hold |
2,220
| – | – | 0.02% | 124 |
|
|
2021
Q4 | $206K | Buy |
2,220
+1,405
| +172% | +$130K | 0.02% | 131 |
|
|
2021
Q3 | $67.8K | Buy |
815
+335
| +70% | +$27.9K | 0.01% | 177 |
|
|
2021
Q2 | $39.8K | Hold |
480
| – | – | ﹤0.01% | 212 |
|
|
2021
Q1 | $36.7K | Hold |
480
| – | – | 0.01% | 203 |
|
|
2020
Q4 | $34.3K | Hold |
480
| – | – | 0.01% | 192 |
|
|
2020
Q3 | $30.7K | Hold |
480
| – | – | 0.01% | 195 |
|
|
2020
Q2 | $28.3K | Buy |
+480
| New | +$28.3K | 0.01% | 189 |
|