Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.94K | Sell |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q4 | $192K | Hold |
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|
2023
Q3 | $172K | Sell |
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|
2023
Q2 | $186K | Hold |
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|
2023
Q1 | $172K | Sell |
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|
2022
Q4 | $180K | Hold |
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|
2022
Q3 | $168K | Buy |
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|
2022
Q2 | $174K | Hold |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $200K | Buy |
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|
2021
Q1 | $167 | Sell |
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|
2020
Q4 | $157K | Buy |
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