Meristem Family Wealth’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 | $646K | Sell |
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|
2021
Q4 | $760K | Hold |
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|
2021
Q3 | $681K | Buy |
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|
2021
Q2 | $581K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $267K | Buy |
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|
2019
Q1 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $281K | Buy |
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|
2017
Q4 | $283K | Buy |
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|
2017
Q3 | $267K | Buy |
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|
2017
Q2 | $256K | Buy |
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|
2017
Q1 | $218K | Sell |
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|
2016
Q4 | $281K | Sell |
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|
2016
Q3 | $277K | Hold |
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|
2016
Q2 | $266K | Hold |
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|
2016
Q1 | $264K | Sell |
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|
2015
Q4 | $265K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $282K | Hold |
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|
2015
Q1 | $286K | Hold |
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|
2014
Q4 | $284K | Hold |
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|
2014
Q3 | $272K | Sell |
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|
2014
Q2 | $276K | Hold |
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|
2014
Q1 | $265K | Hold |
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|
2013
Q4 | $261K | Hold |
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|
2013
Q3 | $238K | Hold |
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|
2013
Q2 | $228K | Buy |
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