Hudock Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-751
| Closed | -$50K | – | 282 |
|
|
2022
Q3 | $50K | Buy |
751
+3
| +0.4% | +$200 | 0.02% | 304 |
|
|
2022
Q2 | $53K | Buy |
748
+3
| +0.4% | +$213 | 0.02% | 293 |
|
|
2022
Q1 | $64K | Hold |
745
| – | – | 0.02% | 290 |
|
|
2021
Q4 | $69K | Buy |
745
+3
| +0.4% | +$278 | 0.02% | 286 |
|
|
2021
Q3 | $61K | Sell |
742
-13
| -2% | -$1.07K | 0.02% | 292 |
|
|
2021
Q2 | $62K | Buy |
755
+1
| +0.1% | +$82 | 0.02% | 293 |
|
|
2021
Q1 | $57K | Buy |
754
+2
| +0.3% | +$151 | 0.02% | 296 |
|
|
2020
Q4 | $53K | Buy |
752
+2
| +0.3% | +$141 | 0.02% | 293 |
|
|
2020
Q3 | $47K | Buy |
750
+4
| +0.5% | +$251 | 0.02% | 282 |
|
|
2020
Q2 | $44K | Buy |
746
+2
| +0.3% | +$118 | 0.02% | 279 |
|
|
2020
Q1 | $36K | Buy |
744
+4
| +0.5% | +$194 | 0.01% | 259 |
|
|
2019
Q4 | $44K | Buy |
740
+2
| +0.3% | +$119 | 0.01% | 261 |
|
|
2019
Q3 | $40K | Buy |
738
+2
| +0.3% | +$108 | 0.01% | 268 |
|
|
2019
Q2 | $40K | Buy |
736
+2
| +0.3% | +$109 | 0.01% | 274 |
|
|
2019
Q1 | $38K | Buy |
734
+4
| +0.5% | +$207 | 0.01% | 270 |
|
|
2018
Q4 | $33K | Buy |
730
+54
| +8% | +$2.44K | 0.01% | 271 |
|
|
2018
Q3 | $36K | Buy |
676
+2
| +0.3% | +$107 | 0.01% | 280 |
|
|
2018
Q2 | $34K | Hold |
674
| – | – | 0.01% | 275 |
|
|
2018
Q1 | $32K | Buy |
674
+2
| +0.3% | +$95 | 0.01% | 291 |
|
|
2017
Q4 | $33K | Buy |
672
+6
| +0.9% | +$295 | 0.01% | 287 |
|
|
2017
Q3 | $31K | Hold |
666
| – | – | 0.01% | 300 |
|
|
2017
Q2 | $29K | Buy |
666
+388
| +140% | +$16.9K | 0.02% | 296 |
|
|
2017
Q1 | $12K | Buy |
+278
| New | +$12K | 0.01% | 374 |
|