Ulrich Consultants & Investment Group’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
Q2
$2.09M Hold
2023
Q1
$1.93M Hold
2022
Q4
$1.78M Hold
2022
Q3
$1.66M Hold
2022
Q2
$1.78M Buy