Claraphi Advisory Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $980K | Sell |
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|
2021
Q1 | $969K | Buy |
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|
2020
Q4 | $818K | Buy |
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|
2020
Q3 | $730K | Buy |
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|
2020
Q2 | $353K | Buy |
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|
2020
Q1 | $117K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $128K | Buy |
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