Clearview Wealth Advisors’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
Q3 | – | Sell |
-275
| Closed | -$23.2K | – | 246 |
|
|
2023
Q2 | $23.2K | Buy |
275
+1
| +0.4% | +$84 | 0.02% | 264 |
|
|
2023
Q1 | $21.4K | Sell |
274
-6
| -2% | -$469 | 0.02% | 268 |
|
|
2022
Q4 | $20.2K | Sell |
280
-440
| -61% | -$31.7K | 0.02% | 245 |
|
|
2022
Q3 | $48K | Buy |
720
+119
| +20% | +$7.93K | 0.04% | 169 |
|
|
2022
Q2 | $43K | Buy |
601
+524
| +681% | +$37.5K | 0.03% | 197 |
|
|
2022
Q1 | $7K | Buy |
77
+70
| +1,000% | +$6.36K | ﹤0.01% | 416 |
|
|
2021
Q4 | $1K | Buy |
7
+1
| +17% | +$143 | ﹤0.01% | 630 |
|
|
2021
Q3 | $0 | Sell |
6
-44
| -88% | – | ﹤0.01% | 665 |
|
|
2021
Q2 | $4K | Sell |
50
-85
| -63% | -$6.8K | ﹤0.01% | 524 |
|
|
2021
Q1 | $10K | Sell |
135
-13
| -9% | -$963 | 0.01% | 404 |
|
|
2020
Q4 | $11K | Buy |
+148
| New | +$11K | 0.01% | 361 |
|