Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $763K | Buy |
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|
2021
Q4 | $737K | Buy |
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|
2021
Q3 | $584K | Hold |
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|
2021
Q2 | $582K | Buy |
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|
2021
Q1 | $331K | Hold |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q3 | $265K | Buy |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | $191K | Hold |
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|
2019
Q4 | $235K | Buy |
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|
2019
Q3 | $39K | Sell |
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|
2019
Q2 | $73K | Buy |
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|
2019
Q1 | $70K | Buy |
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|
2018
Q4 | $62K | Buy |
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|
2018
Q3 | $71K | Sell |
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|
2018
Q2 | $68K | Sell |
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|
2018
Q1 | $66K | Sell |
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|
2017
Q4 | $67K | Buy |
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|
2017
Q3 | $63K | Sell |
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|
2017
Q2 | $75K | Sell |
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|
2017
Q1 | $258K | Buy |
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|
2016
Q4 | $221K | Buy |
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|
2016
Q3 | $214K | Buy |
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|
2016
Q2 | $163K | Buy |
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|
2016
Q1 | $161K | Buy |
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|
2015
Q4 | $158K | Buy |
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|
2015
Q3 | $148K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $83K | Buy |
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|
2014
Q4 | $82K | Buy |
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|
2014
Q3 | $78K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $75K | Buy |
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|
2013
Q4 | $73K | Buy |
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|
2013
Q3 | $66K | Buy |
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|
2013
Q2 | $63K | Buy |
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