Patriot Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $4.76M | Sell |
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2018
Q3 | $5.54M | Hold |
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2018
Q2 | $5.24M | Sell |
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|
2018
Q1 | $5.27M | Hold |
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|
2017
Q4 | $5.3M | Sell |
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|
2017
Q3 | $5.06M | Buy |
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|
2017
Q2 | $2.72M | Hold |
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|
2017
Q1 | $2.64M | Hold |
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|
2016
Q4 | $2.51M | Sell |
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|
2016
Q3 | $2.48M | Buy |
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|
2016
Q2 | $653K | Hold |
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|
2016
Q1 | $646K | Buy |
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|
2015
Q4 | $499K | Buy |
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