TD Ameritrade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.29M | Sell |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $2.48M | Sell |
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|
2022
Q3 | $2.42M | Sell |
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|
2022
Q2 | $3.17M | Buy |
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|
2022
Q1 | $3.2M | Buy |
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|
2021
Q4 | $2.15M | Buy |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $1.79M | Sell |
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|
2021
Q1 | $1.62M | Hold |
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|
2020
Q4 | $1.62M | Sell |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $1.32M | Buy |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $465K | Buy |
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|
2019
Q3 | $412K | Buy |
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|
2019
Q2 | $352K | Buy |
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|
2019
Q1 | $179K | Buy |
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|
2018
Q4 | $129K | Buy |
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