Lodestar Investment Counsel’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
Q2 | $318K | Hold |
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|
2019
Q1 | $307K | Sell |
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|
2018
Q4 | $294K | Hold |
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|
2018
Q3 | $337K | Buy |
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|
2018
Q2 | $313K | Hold |
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|
2018
Q1 | $303K | Sell |
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|
2017
Q4 | $315K | Hold |
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|
2017
Q3 | $297K | Buy |
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|
2017
Q2 | $281K | Hold |
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|
2017
Q1 | $273K | Hold |
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|
2016
Q4 | $259K | Buy |
|