DB Wealth Management Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $15.1K | Hold |
166
| – | – | 0.01% | 259 |
|
|
2023
Q3 | $13.5K | Hold |
166
| – | – | 0.01% | 258 |
|
|
2023
Q2 | $14K | Hold |
166
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $12.9K | Sell |
166
-38
| -19% | -$2.96K | 0.01% | 259 |
|
|
2022
Q4 | $14.6K | Hold |
204
| – | – | 0.01% | 247 |
|
|
2022
Q3 | $14K | Hold |
204
| – | – | 0.01% | 260 |
|
|
2022
Q2 | $15K | Sell |
204
-42
| -17% | -$3.09K | 0.01% | 257 |
|
|
2022
Q1 | $21K | Hold |
246
| – | – | 0.01% | 253 |
|
|
2021
Q4 | $23K | Sell |
246
-44
| -15% | -$4.11K | 0.01% | 218 |
|
|
2021
Q3 | $24K | Hold |
290
| – | – | 0.02% | 215 |
|
|
2021
Q2 | $24K | Hold |
290
| – | – | 0.02% | 211 |
|
|
2021
Q1 | $22K | Hold |
290
| – | – | 0.02% | 227 |
|
|
2020
Q4 | $21K | Buy |
+290
| New | +$21K | 0.02% | 221 |
|