Cetera Advisor Networks’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 | $4.86M | Sell |
|
|||||
|
2023
Q4 | $4.56M | Buy |
|
|||||
|
2023
Q3 | $3.9M | Sell |
|
|||||
|
2023
Q2 | $4.11M | Buy |
|
|||||
|
2023
Q1 | $3.78M | Sell |
|
|||||
|
2022
Q4 | $3.63M | Buy |
|
|||||
|
2022
Q3 | $2.01M | Buy |
|
|||||
|
2022
Q2 | $1.94M | Buy |
|
|||||
|
2022
Q1 | $1.97M | Buy |
|
|||||
|
2021
Q4 | $2M | Sell |
|
|||||
|
2021
Q3 | $4.15M | Buy |
|
|||||
|
2021
Q2 | $4.08M | Buy |
|
|||||
|
2021
Q1 | $3.73M | Buy |
|
|||||
|
2020
Q4 | $2.98M | Buy |
|
|||||
|
2020
Q3 | $2.1M | Buy |
|
|||||
|
2020
Q2 | $1.69M | Sell |
|
|||||
|
2020
Q1 | $1.94M | Buy |
|
|||||
|
2019
Q4 | $696K | Buy |
|
|||||
|
2019
Q3 | $563K | Buy |
|
|||||
|
2019
Q2 | $534K | Buy |
|
|||||
|
2019
Q1 | $501K | Buy |
|
|||||
|
2018
Q4 | $432K | Sell |
|
|||||
|
2018
Q3 | $510K | Buy |
|
|||||
|
2018
Q2 | $431K | Buy |
|
|||||
|
2018
Q1 | $400K | Sell |
|
|||||
|
2017
Q4 | $409K | Buy |
|
|||||
|
2017
Q3 | $384K | Buy |
|
|||||
|
2017
Q2 | $357K | Buy |
|
|||||
|
2017
Q1 | $339K | Buy |
|
|||||
|
2016
Q4 | $263K | Sell |
|
|||||
|
2016
Q3 | $360K | Buy |
|
|||||
|
2016
Q2 | $279K | Sell |
|
|||||
|
2016
Q1 | $478K | Buy |
|
|||||
|
2015
Q4 | $385K | Buy |
|
|||||
|
2015
Q3 | $283K | Buy |
|
|||||
|
2015
Q2 | $274K | Hold |
|
|||||
|
2015
Q1 | $274K | Sell |
|
|||||
|
2014
Q4 | $523K | Buy |
|
|||||
|
2014
Q3 | $452K | Buy |
|
|||||
|
2014
Q2 | $436K | Hold |
|
|||||
|
2014
Q1 | $418K | Sell |
|
|||||
|
2013
Q4 | $415K | Buy |
|