Paracle Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $755K | Sell |
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|
2020
Q4 | $756K | Buy |
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|
2020
Q3 | $676K | Hold |
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|
2020
Q2 | $624K | Buy |
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|
2020
Q1 | $515K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $740K | Sell |
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|
2019
Q2 | $771K | Sell |
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|
2019
Q1 | $768K | Sell |
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|
2018
Q4 | $951K | Sell |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1.03M | Buy |
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|
2018
Q1 | $731K | Buy |
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|
2017
Q4 | $622K | Sell |
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|
2017
Q3 | $1.88M | Buy |
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|
2017
Q2 | $1.8M | Hold |
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|
2017
Q1 | $1.75M | Sell |
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|
2016
Q4 | $2.51M | Sell |
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|
2016
Q3 | $2.52M | Sell |
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|
2016
Q2 | $2.88M | Sell |
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|
2016
Q1 | $3.12M | Buy |
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|
2015
Q4 | $2.89M | Sell |
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|
2015
Q3 | $3.59M | Buy |
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|
2015
Q2 | $3.71M | Buy |
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|
2015
Q1 | $3.65M | Sell |
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|
2014
Q4 | $3.66M | Sell |
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|
2014
Q3 | $3.62M | Buy |
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