TrustCore Financial Services’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
Q4 | $1.13M | Buy |
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|
2022
Q3 | $866K | Buy |
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|
2022
Q2 | $751K | Buy |
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|
2022
Q1 | $858K | Buy |
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|
2021
Q4 | $913K | Buy |
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|
2021
Q3 | $779K | Buy |
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|
2021
Q2 | $730K | Buy |
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|
2021
Q1 | $672K | Sell |
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|
2020
Q4 | $632K | Buy |
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|
2020
Q3 | $547K | Buy |
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|
2020
Q2 | $437K | Buy |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $288K | Buy |
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|
2019
Q3 | $253K | Buy |
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|
2019
Q2 | $226K | Buy |
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|
2019
Q1 | $172K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $165K | Buy |
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|
2018
Q2 | $156K | Buy |
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|
2018
Q1 | $113K | Buy |
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|
2017
Q4 | $98K | Buy |
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