C-J Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8.25M | Sell |
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|
2021
Q2 | $8.38M | Sell |
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|
2021
Q1 | $7.87M | Buy |
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|
2020
Q4 | $7.22M | Buy |
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|
2020
Q3 | $6.36M | Sell |
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|
2020
Q2 | $5.93M | Buy |
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|
2020
Q1 | $3.58M | Buy |
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|
2019
Q4 | $3.86M | Buy |
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|
2019
Q3 | $3.48M | Buy |
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|
2019
Q2 | $3.31M | Buy |
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|
2019
Q1 | $3.19M | Sell |
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|
2018
Q4 | $2.81M | Buy |
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|
2018
Q3 | $3.08M | Buy |
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|
2018
Q2 | $2.76M | Buy |
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|
2018
Q1 | $2.17M | Sell |
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|
2017
Q4 | $2.31M | Buy |
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|
2017
Q3 | $2.16M | Sell |
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|
2017
Q2 | $2.1M | Sell |
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|
2017
Q1 | $2.1M | Buy |
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|
2016
Q4 | $2.02M | Sell |
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|
2016
Q3 | $1.94M | Buy |
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