Quest Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6.66M | Buy |
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|
2021
Q3 | $5.13M | Buy |
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|
2021
Q2 | $4.78M | Sell |
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|
2021
Q1 | $4.42M | Sell |
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|
2020
Q4 | $4.33M | Buy |
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|
2020
Q3 | $3.73M | Hold |
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|
2020
Q2 | $3.44M | Buy |
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|
2020
Q1 | $2.83M | Buy |
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|
2019
Q4 | $2.37M | Buy |
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|
2019
Q3 | $2.14M | Buy |
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|
2019
Q2 | $2.11M | Buy |
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