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