Credit Suisse’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $211K | Buy |
+2,095
| New | +$211K | ﹤0.01% | 2891 |
|
|
2023
Q1 | – | Sell |
-2,038
| Closed | -$146K | – | 3370 |
|
|
2022
Q4 | $146K | Buy |
2,038
+73
| +4% | +$5.24K | ﹤0.01% | 3241 |
|
|
2022
Q3 | $132K | Buy |
1,965
+874
| +80% | +$58.7K | ﹤0.01% | 3356 |
|
|
2022
Q2 | $78K | Buy |
+1,091
| New | +$78K | ﹤0.01% | 3556 |
|