Private Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $263K | Buy |
|
|||||
|
2021
Q4 | $242K | Buy |
|
|||||
|
2021
Q3 | $214K | Sell |
|
|||||
|
2021
Q2 | $239K | Buy |
|
|||||
|
2021
Q1 | $212K | Sell |
|
|||||
|
2020
Q4 | $218K | Sell |
|
|||||
|
2020
Q3 | $456K | Buy |
|
|||||
|
2020
Q2 | $414K | Sell |
|
|||||
|
2020
Q1 | $342K | Buy |
|
|||||
|
2019
Q4 | $416K | Sell |
|
|||||
|
2019
Q3 | $389K | Buy |
|
|||||
|
2019
Q2 | $102K | Sell |
|
|||||
|
2019
Q1 | $398K | Sell |
|
|||||
|
2018
Q4 | $357K | Buy |
|
|||||
|
2018
Q3 | $198K | Buy |
|
|||||
|
2018
Q2 | $101K | Hold |
|
|||||
|
2018
Q1 | $98K | Hold |
|
|||||
|
2017
Q4 | $99 | Buy |
|