FIG
FundX Investment Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $52M | Buy |
+559,905
| New | +$52M | 12.66% | 1 |
|
|
2018
Q1 | – | Sell |
-3,235
| Closed | -$318K | – | 38 |
|
|
2017
Q4 | $318K | Hold |
3,235
| – | – | 0.16% | 34 |
|
|
2017
Q3 | $300K | Hold |
3,235
| – | – | 0.13% | 29 |
|
|
2017
Q2 | $289K | Sell |
3,235
-8,028
| -71% | -$717K | 0.12% | 34 |
|
|
2017
Q1 | $977K | Hold |
11,263
| – | – | 0.41% | 28 |
|
|
2016
Q4 | $928K | Sell |
11,263
-4,834
| -30% | -$398K | 0.33% | 27 |
|
|
2016
Q3 | $1.3M | Hold |
16,097
| – | – | 0.33% | 26 |
|
|
2016
Q2 | $1.25M | Buy |
+16,097
| New | +$1.25M | 0.31% | 28 |
|