Cetera Advisors’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 | $3.25M | Buy |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $456K | Buy |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $484K | Sell |
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|
2021
Q4 | $644K | Buy |
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|
2021
Q3 | $571K | Sell |
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|
2021
Q2 | $676K | Buy |
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|
2021
Q1 | $618K | Hold |
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|
2020
Q4 | $579K | Hold |
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|
2020
Q3 | $518K | Sell |
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|
2020
Q2 | $487K | Buy |
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|
2020
Q1 | $361K | Buy |
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|
2019
Q4 | $393K | Sell |
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|
2019
Q3 | $418K | Buy |
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|
2019
Q2 | $330K | Hold |
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|
2019
Q1 | $317K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $1M | Sell |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $657K | Sell |
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|
2017
Q3 | $626K | Buy |
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|
2017
Q2 | $232K | Hold |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $1.57M | Buy |
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|
2016
Q3 | $207K | Hold |
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|
2016
Q2 | $200K | Sell |
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|
2016
Q1 | $300K | Sell |
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|
2015
Q4 | $508K | Buy |
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