Kistler-Tiffany Companies’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $50.2K | Hold |
|
|||||
|
2023
Q1 | $46.5K | Hold |
|
|||||
|
2022
Q4 | $42.8K | Hold |
|
|||||
|
2022
Q3 | $40K | Hold |
|
|||||
|
2022
Q2 | $43K | Hold |
|
|||||
|
2022
Q1 | $52K | Hold |
|
|||||
|
2021
Q4 | $55K | Hold |
|
|||||
|
2021
Q3 | $50K | Sell |
|
|||||
|
2021
Q2 | $52K | Hold |
|
|||||
|
2021
Q1 | $48K | Buy |
|
|||||
|
2020
Q4 | $37K | Hold |
|
|||||
|
2020
Q3 | $33K | Buy |
|
|||||
|
2020
Q2 | $7K | Hold |
|
|||||
|
2020
Q1 | $8K | Hold |
|
|||||
|
2019
Q4 | $8K | Buy |
|