Geller Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $491K | Buy |
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|
2023
Q3 | $441K | Hold |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $3.49M | Sell |
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|
2022
Q2 | $3.86M | Buy |
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|
2022
Q1 | $4.53M | Buy |
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|
2021
Q4 | $4.85M | Sell |
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|
2021
Q3 | $4.53M | Sell |
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|
2021
Q2 | $4.57M | Sell |
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|
2021
Q1 | $4.54M | Buy |
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|
2020
Q4 | $4.63M | Sell |
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|
2020
Q3 | $4.25M | Sell |
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|
2020
Q2 | $4.08M | Buy |
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|
2020
Q1 | $2.94M | Buy |
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|
2019
Q4 | $3.01M | Buy |
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|
2019
Q3 | $2.47M | Sell |
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|
2019
Q2 | $2.71M | Buy |
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|
2019
Q1 | $2.61M | Buy |
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|
2018
Q4 | $511K | Buy |
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|
2018
Q3 | $506K | Buy |
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