Columbia Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.83M | Buy |
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|
2023
Q3 | $3.37M | Buy |
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|
2023
Q2 | $3.36M | Sell |
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|
2023
Q1 | $3.13M | Sell |
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|
2022
Q4 | $2.94M | Hold |
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|
2022
Q3 | $2.74M | Sell |
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|
2022
Q2 | $3.02M | Buy |
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|
2022
Q1 | $3.38M | Buy |
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|
2021
Q4 | $3.26M | Hold |
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|
2021
Q3 | $3.26M | Buy |
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|
2021
Q2 | $3.09M | Buy |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $2.62M | Buy |
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|
2020
Q2 | $1.78M | Sell |
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|
2020
Q1 | $1.57M | Buy |
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|
2019
Q4 | $1.43M | Buy |
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