Edge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $370K | Hold |
7,344
| – | – | 0.03% | 246 |
|
|
2018
Q1 | $358K | Hold |
7,344
| – | – | 0.03% | 248 |
|
|
2017
Q4 | $360K | Hold |
7,344
| – | – | 0.04% | 243 |
|
|
2017
Q3 | $340K | Hold |
7,344
| – | – | 0.04% | 250 |
|
|
2017
Q2 | $327K | Hold |
7,344
| – | – | 0.04% | 255 |
|
|
2017
Q1 | $318K | Hold |
7,344
| – | – | 0.04% | 267 |
|
|
2016
Q4 | $302K | Buy |
+7,344
| New | +$302K | 0.04% | 265 |
|