Financial Gravity Asset Management’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 |
-432
| Closed | -$40.7K | – | 1728 |
|
|
2024
Q1 | $40.7K | Sell |
432
-23,930
| -98% | -$2.26M | 0.01% | 418 |
|
|
2023
Q4 | $932K | Buy |
24,362
+289
| +1% | +$11.1K | 0.01% | 380 |
|
|
2023
Q3 | $905K | Buy |
24,073
+22,338
| +1,287% | +$840K | 0.01% | 369 |
|
|
2023
Q2 | $146 | Hold |
1,735
| – | – | ﹤0.01% | 1238 |
|
|
2023
Q1 | $136 | Buy |
+1,735
| New | +$136 | ﹤0.01% | 669 |
|