Stuart Chaussee & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,110
| Closed | -$67K | – | 86 |
|
|
2019
Q4 | $67K | Hold |
1,110
| – | – | 0.04% | 37 |
|
|
2019
Q3 | $62K | Hold |
1,110
| – | – | 0.04% | 40 |
|
|
2019
Q2 | $61K | Hold |
1,110
| – | – | 0.04% | 42 |
|
|
2019
Q1 | $59K | Hold |
1,110
| – | – | 0.04% | 40 |
|
|
2018
Q4 | $52K | Hold |
1,110
| – | – | 0.04% | 35 |
|
|
2018
Q3 | $59K | Hold |
1,110
| – | – | 0.04% | 45 |
|
|
2018
Q2 | $56K | Hold |
1,110
| – | – | 0.04% | 44 |
|
|
2018
Q1 | $54K | Hold |
1,110
| – | – | 0.22% | 27 |
|
|
2017
Q4 | $55K | Hold |
1,110
| – | – | 0.04% | 31 |
|
|
2017
Q3 | $52K | Buy |
+1,110
| New | +$52K | 0.04% | 31 |
|