Kistler-Tiffany Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $50.2K | Hold |
596
| – | – | 0.01% | 488 |
|
|
2023
Q1 | $46.5K | Hold |
596
| – | – | 0.01% | 443 |
|
|
2022
Q4 | $42.8K | Hold |
596
| – | – | 0.01% | 439 |
|
|
2022
Q3 | $40K | Hold |
596
| – | – | 0.01% | 404 |
|
|
2022
Q2 | $43K | Hold |
596
| – | – | 0.01% | 392 |
|
|
2022
Q1 | $52K | Hold |
596
| – | – | 0.01% | 388 |
|
|
2021
Q4 | $55K | Hold |
596
| – | – | 0.01% | 361 |
|
|
2021
Q3 | $50K | Sell |
596
-30
| -5% | -$2.52K | 0.01% | 369 |
|
|
2021
Q2 | $52K | Hold |
626
| – | – | 0.01% | 362 |
|
|
2021
Q1 | $48K | Buy |
626
+108
| +21% | +$8.28K | 0.01% | 339 |
|
|
2020
Q4 | $37K | Hold |
518
| – | – | 0.01% | 340 |
|
|
2020
Q3 | $33K | Buy |
518
+392
| +311% | +$25K | 0.01% | 325 |
|
|
2020
Q2 | $7K | Hold |
126
| – | – | ﹤0.01% | 479 |
|
|
2020
Q1 | $8K | Hold |
126
| – | – | ﹤0.01% | 460 |
|
|
2019
Q4 | $8K | Buy |
+126
| New | +$8K | ﹤0.01% | 467 |
|