Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.18M | Sell |
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|
2019
Q3 | $3M | Buy |
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|
2019
Q2 | $2.49M | Buy |
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|
2019
Q1 | $2.35M | Buy |
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|
2018
Q4 | $1.93M | Sell |
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|
2018
Q3 | $2.34M | Sell |
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|
2018
Q2 | $2.24M | Hold |
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|
2018
Q1 | $2.24M | Buy |
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|
2017
Q4 | $2.07M | Buy |
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|
2017
Q3 | $1.93M | Sell |
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|
2017
Q2 | $2.01M | Sell |
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|
2017
Q1 | $2.75M | Buy |
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|
2016
Q4 | $2.48M | Buy |
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|
2016
Q3 | $2.42M | Buy |
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|
2016
Q2 | $1.86M | Buy |
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|
2016
Q1 | $1.32M | Buy |
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|
2015
Q4 | $345K | Buy |
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|
2015
Q3 | $237K | Buy |
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|
2015
Q2 | $219K | Sell |
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|
2015
Q1 | $232K | Buy |
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|
2014
Q4 | $192K | Buy |
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|
2014
Q3 | $79K | Buy |
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|
2014
Q2 | $39K | Buy |
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|
2014
Q1 | $11K | Hold |
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|
2013
Q4 | $10K | Hold |
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|
2013
Q3 | $9K | Sell |
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|
2013
Q2 | $14K | Buy |
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