Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-134
| Closed | -$10K | – | 339 |
|
|
2021
Q1 | $10K | Buy |
+134
| New | +$10K | ﹤0.01% | 591 |
|
|
2020
Q2 | $8K | Hold |
134
| – | – | ﹤0.01% | 580 |
|
|
2020
Q1 | $7K | Hold |
134
| – | – | ﹤0.01% | 575 |
|
|
2019
Q4 | $8K | Hold |
134
| – | – | ﹤0.01% | 613 |
|
|
2019
Q3 | $7K | Hold |
134
| – | – | ﹤0.01% | 635 |
|
|
2019
Q2 | $7K | Hold |
134
| – | – | ﹤0.01% | 632 |
|
|
2019
Q1 | $7K | Hold |
134
| – | – | ﹤0.01% | 589 |
|
|
2018
Q4 | $6K | Hold |
134
| – | – | ﹤0.01% | 600 |
|
|
2018
Q3 | $7K | Hold |
134
| – | – | ﹤0.01% | 613 |
|
|
2018
Q2 | $7K | Hold |
134
| – | – | ﹤0.01% | 586 |
|
|
2018
Q1 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 572 |
|