Farmers & Merchants Investments Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-212
| Closed | -$21.4K | – | 1784 |
|
|
2024
Q1 | $21.4K | Hold |
212
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $19.3K | Hold |
212
| – | – | ﹤0.01% | 520 |
|
|
2023
Q3 | $17.3K | Buy |
+212
| New | +$17.3K | ﹤0.01% | 526 |
|
|
2023
Q1 | – | Sell |
-39
| Closed | -$2.8K | – | 1757 |
|
|
2022
Q4 | $2.8K | Buy |
+39
| New | +$2.8K | ﹤0.01% | 923 |
|