Karp Capital Management’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 |
-5,184
| Closed | -$347K | – | 18 |
|
|
2022
Q3 | $347K | Buy |
+5,184
| New | +$347K | 0.07% | 97 |
|
|
2022
Q2 | – | Sell |
-2,666
| Closed | -$231K | – | 144 |
|
|
2022
Q1 | $231K | Buy |
2,666
+79
| +3% | +$6.85K | 0.03% | 126 |
|
|
2021
Q4 | $240K | Buy |
+2,587
| New | +$240K | 0.03% | 138 |
|
|
2019
Q1 | – | Sell |
-2,480
| Closed | -$115K | – | 176 |
|
|
2018
Q4 | $115K | Buy |
+2,480
| New | +$115K | 0.05% | 108 |
|