SVB Investment 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
Q1 | – | Sell |
-548
| Closed | -$39K | – | 39 |
|
|
2020
Q4 | $39K | Hold |
548
| – | – | 0.03% | 55 |
|
|
2020
Q3 | $35K | Hold |
548
| – | – | 0.03% | 52 |
|
|
2020
Q2 | $32K | Hold |
548
| – | – | 0.03% | 50 |
|
|
2020
Q1 | $27K | Hold |
548
| – | – | 0.02% | 48 |
|
|
2019
Q4 | $33K | Buy |
+548
| New | +$33K | 0.03% | 49 |
|