Integrity Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-150
| Closed | -$10.8K | – | 214 |
|
|
2022
Q4 | $10.8K | Hold |
150
| – | – | 0.01% | 158 |
|
|
2022
Q3 | $10K | Hold |
150
| – | – | 0.01% | 156 |
|
|
2022
Q2 | $11K | Hold |
150
| – | – | 0.01% | 158 |
|
|
2022
Q1 | $13K | Hold |
150
| – | – | 0.01% | 150 |
|
|
2021
Q4 | $14K | Buy |
+150
| New | +$14K | 0.01% | 153 |
|