Mariner Independent Advisor Network’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
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $4.06M | Buy |
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|
2021
Q1 | $3.61M | Buy |
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|
2020
Q4 | $3.25M | Buy |
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|
2020
Q3 | $2.45M | Buy |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.5M | Buy |
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|
2019
Q2 | $1.48M | Buy |
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|
2019
Q1 | $1.31M | Buy |
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|
2018
Q4 | $1.06M | Buy |
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