Regions Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,768
| Closed | -$314K | – | 930 |
|
|
2021
Q3 | $314K | Hold |
3,768
| – | – | ﹤0.01% | 745 |
|
|
2021
Q2 | $312K | Sell |
3,768
-100
| -3% | -$8.28K | ﹤0.01% | 741 |
|
|
2021
Q1 | $295K | Buy |
3,868
+268
| +7% | +$20.4K | ﹤0.01% | 720 |
|
|
2020
Q4 | $258K | Hold |
3,600
| – | – | ﹤0.01% | 726 |
|
|
2020
Q3 | $230K | Hold |
3,600
| – | – | ﹤0.01% | 706 |
|
|
2020
Q2 | $212K | Buy |
+3,600
| New | +$212K | ﹤0.01% | 730 |
|