Edmonds Duncan Registered 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
Q3 | $222K | Buy |
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|
2024
Q2 | $210K | Sell |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $414K | Hold |
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|
2023
Q2 | $428K | Hold |
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|
2023
Q1 | $396K | Hold |
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|
2022
Q4 | $365K | Hold |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $365K | Buy |
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|
2022
Q1 | $388K | Hold |
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|
2021
Q4 | $391K | Hold |
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|
2021
Q3 | $373K | Hold |
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|
2021
Q2 | $371K | Hold |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q3 | $243K | Hold |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
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|
2019
Q3 | $208K | Hold |
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|
2019
Q2 | $206K | Buy |
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