Community Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $400K | Hold |
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|
2021
Q3 | $358K | Sell |
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|
2021
Q2 | $358K | Sell |
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|
2021
Q1 | $987K | Buy |
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|
2020
Q4 | $911K | Sell |
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|
2020
Q3 | $823K | Buy |
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|
2020
Q2 | $727K | Sell |
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|
2020
Q1 | $606K | Buy |
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|
2019
Q4 | $702K | Buy |
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|
2019
Q3 | $642K | Sell |
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|
2019
Q2 | $693K | Hold |
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|
2019
Q1 | $668K | Buy |
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|
2018
Q4 | $389K | Buy |
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|
2018
Q3 | $440K | Buy |
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|
2018
Q2 | $347K | Sell |
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|
2018
Q1 | $404K | Buy |
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|
2017
Q4 | $358K | Buy |
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|
2017
Q3 | $210K | Buy |
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