Mosaic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $376K | Sell |
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|
2018
Q1 | $377K | Sell |
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|
2017
Q4 | $9.38M | Buy |
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|
2017
Q3 | $379K | Buy |
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|
2017
Q2 | $356K | Buy |
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|
2017
Q1 | $329K | Hold |
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|
2016
Q4 | $312K | Hold |
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|
2016
Q3 | $305K | Hold |
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|
2016
Q2 | $293K | Hold |
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|
2016
Q1 | $290K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $212K | Hold |
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|
2014
Q2 | $212K | Sell |
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|
2014
Q1 | $209K | Buy |
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