tru Independence’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
Q3 | – | Sell |
-1,904
| Closed | -$157K | – | 229 |
|
|
2021
Q2 | $157K | Buy |
+1,904
| New | +$157K | 0.05% | 97 |
|
|
2021
Q1 | – | Sell |
-6,594
| Closed | -$472K | – | 405 |
|
|
2020
Q4 | $472K | Buy |
+6,594
| New | +$472K | 0.86% | 21 |
|
|
2020
Q3 | – | Sell |
-6,594
| Closed | -$389 | – | 461 |
|
|
2020
Q2 | $389 | Buy |
+6,594
| New | +$389 | 0.06% | 190 |
|