Money Concepts Capital’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,146
| Closed | -$226K | – | 1098 |
|
|
2022
Q4 | $226K | Buy |
3,146
+1,935
| +160% | +$139K | 0.01% | 636 |
|
|
2022
Q3 | $81K | Hold |
1,211
| – | – | ﹤0.01% | 612 |
|
|
2022
Q2 | $88K | Sell |
1,211
-1,598
| -57% | -$116K | 0.01% | 591 |
|
|
2022
Q1 | $243K | Buy |
2,809
+1,701
| +154% | +$147K | 0.01% | 656 |
|
|
2021
Q4 | $103K | Buy |
+1,108
| New | +$103K | 0.01% | 547 |
|
|
2021
Q1 | $91K | Buy |
1,193
+47
| +4% | +$3.59K | 0.01% | 529 |
|
|
2020
Q4 | $82K | Buy |
+1,146
| New | +$82K | 0.01% | 484 |
|