Ironwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-36
| Closed | -$3K | – | 229 |
|
|
2021
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 465 |
|
|
2021
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 459 |
|
|
2021
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 445 |
|
|
2020
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 407 |
|
|
2020
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 381 |
|
|
2020
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 356 |
|
|
2020
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 312 |
|
|
2019
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 344 |
|
|
2019
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 346 |
|
|
2019
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 347 |
|
|
2019
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 342 |
|
|
2018
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 333 |
|
|
2018
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 330 |
|
|
2018
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 257 |
|
|
2018
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 228 |
|