Sowell Financial Services’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
Q2 | – | Sell |
-5,743
| Closed | -$462K | – | 1093 |
|
|
2021
Q1 | $462K | Buy |
5,743
+1,140
| +25% | +$91.7K | 0.02% | 678 |
|
|
2020
Q4 | $329K | Sell |
4,603
-99
| -2% | -$7.08K | 0.01% | 662 |
|
|
2020
Q3 | $301K | Hold |
4,702
| – | – | 0.02% | 614 |
|
|
2020
Q2 | $277K | Buy |
4,702
+870
| +23% | +$51.3K | 0.02% | 624 |
|
|
2020
Q1 | $187K | Sell |
3,832
-198
| -5% | -$9.66K | 0.01% | 665 |
|
|
2019
Q4 | $242K | Buy |
4,030
+6
| +0.1% | +$360 | 0.02% | 653 |
|
|
2019
Q3 | $223K | Buy |
+4,024
| New | +$223K | 0.02% | 604 |
|