Titus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $430K | Buy |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $404K | Sell |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $348K | Buy |
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|
2020
Q3 | $311K | Buy |
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|
2020
Q2 | $286K | Buy |
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|
2020
Q1 | $236K | Buy |
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|
2019
Q4 | $266K | Sell |
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|
2019
Q3 | $271K | Sell |
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|
2019
Q2 | $278K | Buy |
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|
2019
Q1 | $267 | Buy |
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|
2018
Q4 | $234 | Buy |
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|
2018
Q3 | $268K | Sell |
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|
2018
Q2 | $272K | Sell |
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|
2018
Q1 | $268K | Buy |
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