Cambridge Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $743K | Sell |
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|
2023
Q4 | $693K | Sell |
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|
2023
Q3 | $624K | Buy |
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|
2023
Q2 | $626K | Buy |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $276K | Sell |
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|
2022
Q1 | $836K | Sell |
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|
2021
Q4 | $899K | Buy |
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|
2021
Q3 | $733K | Buy |
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