MSI Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $321K | Buy |
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|
2016
Q3 | $314K | Sell |
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|
2016
Q2 | $367K | Buy |
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|
2016
Q1 | $363K | Buy |
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|
2015
Q4 | $287K | Buy |
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|
2015
Q3 | $160K | Hold |
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|
2015
Q2 | $171K | Sell |
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|
2015
Q1 | $187K | Buy |
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|
2014
Q4 | $55K | Hold |
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|
2014
Q3 | $53K | Hold |
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|
2014
Q2 | $52K | Hold |
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|
2014
Q1 | $50K | Buy |
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|
2013
Q4 | $43K | Hold |
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|
2013
Q3 | $39K | Hold |
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|
2013
Q2 | $37K | Buy |
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