Realta Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-104
| Closed | -$10.8K | – | 438 |
|
|
2024
Q2 | $10.8K | Hold |
104
| – | – | ﹤0.01% | 672 |
|
|
2024
Q1 | $10.5K | Buy |
+104
| New | +$10.5K | ﹤0.01% | 695 |
|
|
2023
Q4 | – | Sell |
-103
| Closed | -$8.65K | – | 495 |
|
|
2023
Q3 | $8.65K | Hold |
103
| – | – | ﹤0.01% | 683 |
|
|
2023
Q2 | $8.65K | Buy |
+103
| New | +$8.65K | ﹤0.01% | 729 |
|
|
2023
Q1 | – | Sell |
-102
| Closed | -$7.34K | – | 492 |
|
|
2022
Q4 | $7.34K | Hold |
102
| – | – | ﹤0.01% | 743 |
|
|
2022
Q3 | $7K | Buy |
+102
| New | +$7K | ﹤0.01% | 725 |
|