TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-502
| Closed | -$36K | – | 2318 |
|
|
2022
Q2 | $36K | Buy |
+502
| New | +$36K | 0.01% | 450 |
|
|
2021
Q4 | – | Sell |
-96
| Closed | -$8K | – | 2338 |
|
|
2021
Q3 | $8K | Buy |
+96
| New | +$8K | ﹤0.01% | 1227 |
|
|
2018
Q1 | – | Sell |
-222
| Closed | -$11K | – | 1363 |
|
|
2017
Q4 | $11K | Buy |
+222
| New | +$11K | ﹤0.01% | 603 |
|