Harborview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $343K | Buy |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $354K | Buy |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q2 | $288K | Sell |
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|
2020
Q1 | $240K | Sell |
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|
2019
Q4 | $299K | Buy |
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|
2019
Q3 | $273K | Sell |
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|
2019
Q2 | $291K | Sell |
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|
2019
Q1 | $326K | Buy |
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|
2018
Q4 | $282K | Buy |
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|
2018
Q3 | $312K | Buy |
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|
2018
Q2 | $254K | Buy |
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|
2018
Q1 | $221K | Buy |
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