GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $270K | Buy |
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