TCWP’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
Q3 | – | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $915K | Sell |
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|
2023
Q2 | $972K | Buy |
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|
2023
Q1 | $816K | Sell |
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|
2022
Q4 | $955K | Buy |
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|
2022
Q3 | $699K | Sell |
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|
2022
Q2 | $841K | Buy |
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|
2022
Q1 | $661K | Buy |
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|
2021
Q4 | $408K | Buy |
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