Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-314
| Closed | -$18K | – | 487 |
|
|
2020
Q2 | $18K | Hold |
314
| – | – | ﹤0.01% | 666 |
|
|
2020
Q1 | $15K | Hold |
314
| – | – | ﹤0.01% | 625 |
|
|
2019
Q4 | $19K | Buy |
+314
| New | +$19K | ﹤0.01% | 637 |
|
|
2019
Q2 | – | Sell |
-314
| Closed | -$17K | – | 382 |
|
|
2019
Q1 | $17K | Hold |
314
| – | – | ﹤0.01% | 527 |
|
|
2018
Q4 | $15K | Buy |
+314
| New | +$15K | ﹤0.01% | 516 |
|