Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-340
| Closed | -$30K | – | 114 |
|
|
2022
Q1 | $30K | Buy |
340
+73
| +27% | +$6.44K | 0.02% | 258 |
|
|
2021
Q4 | $25K | Hold |
267
| – | – | 0.02% | 272 |
|
|
2021
Q3 | $22K | Hold |
267
| – | – | 0.02% | 280 |
|
|
2021
Q2 | $22K | Buy |
267
+147
| +123% | +$12.1K | 0.02% | 276 |
|
|
2021
Q1 | $9K | Hold |
120
| – | – | 0.01% | 359 |
|
|
2020
Q4 | $9K | Buy |
+120
| New | +$9K | 0.01% | 353 |
|