Mine & Arao Wealth Creation & Management’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
2024
Q2
Sell
2024
Q1
$83.3K Buy
2023
Q4
$75K Buy
2023
Q3
$66.6K Hold
2023
Q2
$68.9K Buy
2023
Q1
$63.7K Buy
2022
Q4
$58.4K Sell
2022
Q3
$73K Hold
2022
Q2
$79K Buy
2022
Q1
$95K Sell
2021
Q4
$104K Buy
2021
Q3
$93K Hold
2021
Q2
$93K Buy
2021
Q1
$85K Hold
2020
Q4
$80K Sell
2020
Q3
$91K Sell
2020
Q2
$89K Sell
2020
Q1
$81K Sell
2019
Q4
$112K Buy