Stearns Financial Services Group’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
2020
Q3
$179K Buy
2020
Q2
$165K Buy
2020
Q1
$135K Sell
2019
Q4
$305K Buy
2019
Q3
$279K Sell
2019
Q2
$281K Sell
2019
Q1
$273K Buy
2018
Q4
$157K Buy
2018
Q3
$179K Buy