TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 358 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 737 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 702 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 695 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 715 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 804 |
|
|
2019
Q3 | – | Sell |
-292
| Closed | -$15K | – | 354 |
|
|
2019
Q2 | $15K | Buy |
+292
| New | +$15K | ﹤0.01% | 492 |
|