Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $589K | Buy |
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|
2023
Q1 | $529K | Sell |
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|
2022
Q4 | $523K | Buy |
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|
2022
Q3 | $465K | Sell |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $553K | Sell |
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|
2021
Q4 | $634K | Buy |
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|
2021
Q3 | $536K | Sell |
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|
2021
Q2 | $567K | Buy |
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|
2021
Q1 | $467K | Buy |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $89K | Buy |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $9K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $154K | Sell |
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|
2013
Q4 | $166K | Sell |
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|
2013
Q3 | $179K | Buy |
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|
2013
Q2 | $168K | Buy |
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