SeaCrest Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,074
| Closed | -$57K | – | 853 |
|
|
2019
Q1 | $57K | Hold |
1,074
| – | – | 0.01% | 897 |
|
|
2018
Q4 | $50K | Hold |
1,074
| – | – | 0.01% | 893 |
|
|
2018
Q3 | $57K | Hold |
1,074
| – | – | 0.01% | 940 |
|
|
2018
Q2 | $54K | Hold |
1,074
| – | – | 0.01% | 951 |
|
|
2018
Q1 | $52K | Hold |
1,074
| – | – | 0.01% | 933 |
|
|
2017
Q4 | $53K | Buy |
+1,074
| New | +$53K | 0.01% | 930 |
|