Southport 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
2022
Q1
Sell
2021
Q4
$575K Sell
2021
Q3
$759K Sell
2021
Q2
$778K Sell
2021
Q1
$727K Sell
2020
Q4
$724K Buy
2020
Q3
$642K Sell
2020
Q2
$629K Buy
2020
Q1
$479K Buy
2018
Q4
Sell
2018
Q3
$7K Buy