CIBC Bank USA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $652K | Hold |
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|
2019
Q3 | $602K | Hold |
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|
2019
Q2 | $594K | Hold |
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|
2019
Q1 | $573K | Hold |
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|
2018
Q4 | $505K | Hold |
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|
2018
Q3 | $580K | Hold |
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|
2018
Q2 | $548K | Sell |
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|
2018
Q1 | $627K | Hold |
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|
2017
Q4 | $631K | Hold |
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|
2017
Q3 | $596K | Hold |
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|
2017
Q2 | $573K | Hold |
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|
2017
Q1 | $557K | Hold |
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|
2016
Q4 | $529K | Hold |
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|
2016
Q3 | $517K | Hold |
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|
2016
Q2 | $497K | Buy |
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