GYL Financial Synergies’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $350K | Hold |
3,215
| – | – | 0.03% | 275 |
|
|
2024
Q2 | $334K | Buy |
3,215
+103
| +3% | +$10.7K | 0.03% | 282 |
|
|
2024
Q1 | $314K | Hold |
3,112
| – | – | 0.02% | 294 |
|
|
2023
Q4 | $283K | Hold |
3,112
| – | – | 0.02% | 291 |
|
|
2023
Q3 | $253K | Hold |
3,112
| – | – | 0.02% | 292 |
|
|
2023
Q2 | $262K | Hold |
3,112
| – | – | 0.02% | 295 |
|
|
2023
Q1 | $243K | Hold |
3,112
| – | – | 0.03% | 257 |
|
|
2022
Q4 | $223K | Buy |
+3,112
| New | +$223K | 0.05% | 199 |
|