Community Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-194
| Closed | -$9K | – | 467 |
|
|
2020
Q1 | $9K | Buy |
+194
| New | +$9K | ﹤0.01% | 339 |
|
|
2018
Q1 | – | Sell |
-250
| Closed | -$12K | – | 580 |
|
|
2017
Q4 | $12K | Hold |
250
| – | – | ﹤0.01% | 496 |
|
|
2017
Q3 | $12K | Hold |
250
| – | – | ﹤0.01% | 444 |
|
|
2017
Q2 | $11K | Hold |
250
| – | – | ﹤0.01% | 446 |
|
|
2017
Q1 | $11K | Hold |
250
| – | – | ﹤0.01% | 339 |
|
|
2016
Q4 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 358 |
|