Catawba Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $251K | Sell |
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|
2018
Q1 | $311K | Hold |
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|
2017
Q4 | $313K | Hold |
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|
2017
Q3 | $296K | Hold |
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|
2017
Q2 | $284K | Hold |
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|
2017
Q1 | $276K | Hold |
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|
2016
Q4 | $262K | Hold |
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|
2016
Q3 | $256K | Hold |
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|
2016
Q2 | $246K | Hold |
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|
2016
Q1 | $244K | Hold |
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|
2015
Q4 | $241K | Hold |
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|
2015
Q3 | $226K | Hold |
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|
2015
Q2 | $242K | Hold |
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|
2015
Q1 | $246K | Hold |
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|
2014
Q4 | $244K | Hold |
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|
2014
Q3 | $234K | Hold |
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|
2014
Q2 | $233K | Hold |
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|
2014
Q1 | $224K | Hold |
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|
2013
Q4 | $220K | Buy |
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