JPLA
Joseph P. Lucia & Associates’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-30
| Closed | -$2K | – | 189 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 389 |
|
|
2022
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 380 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$2K | – | 233 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 509 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 508 |
|
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 488 |
|
|
2020
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 440 |
|