Kanaly Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $10K | Hold |
242
| – | – | ﹤0.01% | 549 |
|
|
2016
Q3 | $10K | Buy |
242
+56
| +30% | +$2.31K | ﹤0.01% | 527 |
|
|
2016
Q2 | $7K | Hold |
186
| – | – | ﹤0.01% | 589 |
|
|
2016
Q1 | $7K | Hold |
186
| – | – | ﹤0.01% | 599 |
|
|
2015
Q4 | $7K | Hold |
186
| – | – | ﹤0.01% | 612 |
|
|
2015
Q3 | $7K | Buy |
+186
| New | +$7K | ﹤0.01% | 590 |
|