CYG
Clean Yield Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-355
| Closed | -$36.4K | – | 403 |
|
|
2025
Q1 | $36.4K | Buy |
+355
| New | +$36.4K | 0.01% | 252 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$4.21K | – | 389 |
|
|
2023
Q2 | $4.21K | Sell |
50
-50
| -50% | -$4.21K | ﹤0.01% | 359 |
|
|
2023
Q1 | $7.8K | Buy |
+100
| New | +$7.8K | ﹤0.01% | 344 |
|
|
2020
Q4 | – | Sell |
-170
| Closed | -$22K | – | 423 |
|
|
2020
Q3 | $22K | Sell |
170
-1,682
| -91% | -$218K | 0.01% | 268 |
|
|
2020
Q2 | $219K | Buy |
+1,852
| New | +$219K | 0.09% | 114 |
|