Dana Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $567K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $777K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $934K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $227K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.07M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $457K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $850K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.92K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $497K | Buy |
|