Personal Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.09M | Buy |
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|
2021
Q4 | $2.22M | Hold |
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|
2021
Q3 | $1.99M | Hold |
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|
2021
Q2 | $1.98M | Hold |
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|
2021
Q1 | $1.83M | Hold |
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|
2020
Q4 | $1.71M | Hold |
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|
2020
Q3 | $1.53M | Hold |
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|
2020
Q2 | $1.41M | Hold |
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|
2020
Q1 | $1.17M | Hold |
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|
2019
Q4 | $1.44M | Hold |
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|
2019
Q3 | $1.33M | Hold |
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|
2019
Q2 | $1.31M | Buy |
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|
2019
Q1 | $1.26M | Buy |
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