Frontier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $9.16M | Sell |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $11.9M | Buy |
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|
2021
Q3 | $10.5M | Buy |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $9.17M | Buy |
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|
2020
Q4 | $8.43M | Sell |
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|
2020
Q3 | $7.71M | Buy |
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|
2020
Q2 | $7.07M | Sell |
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|
2020
Q1 | $5.89M | Buy |
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|
2019
Q4 | $6.82M | Hold |
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|
2019
Q3 | $6.29M | Sell |
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|
2019
Q2 | $8.26M | Buy |
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|
2019
Q1 | $5.86M | Hold |
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|
2018
Q4 | $5.17M | Buy |
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|
2018
Q3 | $5.56M | Hold |
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|
2018
Q2 | $5.25M | Hold |
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|
2018
Q1 | $5.09M | Buy |
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|
2017
Q4 | $1.27M | Sell |
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|
2017
Q3 | $4.97M | Hold |
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|
2017
Q2 | $4.78M | Buy |
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|
2017
Q1 | $2.24M | Hold |
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|
2016
Q4 | $2.13M | Buy |
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|
2016
Q3 | $1.09M | Buy |
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|
2016
Q2 | $1.02M | Hold |
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|
2016
Q1 | $1.01M | Hold |
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|
2015
Q4 | $1M | Hold |
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|
2015
Q3 | $940K | Hold |
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|
2015
Q2 | $1.01M | Hold |
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|
2015
Q1 | $1.02M | Buy |
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