Clear Perspectives Financial Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $595K | Buy |
7,626
+80
| +1% | +$6.24K | 0.33% | 28 |
|
|
2022
Q4 | $542K | Sell |
7,546
-88
| -1% | -$6.32K | 0.29% | 34 |
|
|
2022
Q3 | $511K | Hold |
7,634
| – | – | 0.25% | 35 |
|
|
2022
Q2 | $549K | Sell |
7,634
-7,610
| -50% | -$547K | 0.21% | 33 |
|
|
2022
Q1 | $1.32M | Buy |
15,244
+384
| +3% | +$33.3K | 0.5% | 31 |
|
|
2021
Q4 | $1.38M | Buy |
14,860
+1,925
| +15% | +$179K | 0.56% | 29 |
|
|
2021
Q3 | $1.08M | Buy |
12,935
+125
| +1% | +$10.4K | 0.49% | 32 |
|
|
2021
Q2 | $1.06M | Buy |
12,810
+1,156
| +10% | +$95.7K | 0.51% | 34 |
|
|
2021
Q1 | $890K | Hold |
11,654
| – | – | 0.52% | 32 |
|
|
2020
Q4 | $834K | Buy |
+11,654
| New | +$834K | 0.53% | 33 |
|