Brinker Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.73M | Buy |
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2020
Q1 | $1.42M | Buy |
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|
2019
Q4 | $1.53M | Sell |
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|
2019
Q3 | $1.41M | Sell |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $1.19M | Sell |
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|
2018
Q3 | $1.58M | Buy |
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|
2018
Q2 | $1.41M | Sell |
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|
2018
Q1 | $1.66M | Sell |
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|
2017
Q4 | $1.71M | Sell |
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|
2017
Q3 | $1.68M | Sell |
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|
2017
Q2 | $3.76M | Buy |
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|
2017
Q1 | $3.62M | Sell |
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|
2016
Q4 | $3.48M | Sell |
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|
2016
Q3 | $12.9M | Sell |
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|
2016
Q2 | $12.8M | Buy |
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|
2016
Q1 | $12.5M | Sell |
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|
2015
Q4 | $12.4M | Buy |
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|
2015
Q3 | $11.6M | Buy |
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