FAM
Formidable Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-100
| Closed | -$7K | – | 507 |
|
|
2015
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 419 |
|
|
2015
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 449 |
|
|
2015
Q2 | $8K | Hold |
100
| – | – | 0.01% | 385 |
|
|
2015
Q1 | $8K | Hold |
100
| – | – | 0.01% | 374 |
|
|
2014
Q4 | $8K | Hold |
100
| – | – | 0.01% | 355 |
|
|
2014
Q3 | $8K | Hold |
100
| – | – | 0.01% | 354 |
|
|
2014
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 391 |
|
|
2014
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 352 |
|
|
2013
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 372 |
|
|
2013
Q3 | $6K | Buy |
+100
| New | +$6K | 0.01% | 346 |
|