BSW Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,468
| Closed | -$328K | – | 119 |
|
|
2019
Q4 | $328K | Buy |
5,468
+2
| +0% | +$120 | 0.11% | 89 |
|
|
2019
Q3 | $303K | Hold |
5,466
| – | – | 0.12% | 74 |
|
|
2019
Q2 | $299K | Buy |
5,466
+266
| +5% | +$14.6K | 0.11% | 76 |
|
|
2019
Q1 | $274K | Sell |
5,200
-33,550
| -87% | -$1.77M | 0.11% | 69 |
|
|
2018
Q4 | $1.8M | Buy |
+38,750
| New | +$1.8M | 0.68% | 26 |
|