Enterprise Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $935K | Sell |
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|
2022
Q4 | $915K | Hold |
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|
2022
Q3 | $853K | Hold |
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|
2022
Q2 | $916K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.24M | Hold |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $512K | Buy |
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