FundX Investment Group’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
2021
Q4
$52M Buy
2018
Q1
Sell
2017
Q4
$318K Hold
2017
Q3
$300K Hold
2017
Q2
$289K Sell
2017
Q1
$977K Hold
2016
Q4
$928K Sell
2016
Q3
$1.3M Hold
2016
Q2
$1.25M Buy