UCIG
Ulrich Consultants & Investment Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.09M | Hold |
24,810
| – | – | 5.05% | 4 |
|
|
2023
Q1 | $1.93M | Hold |
24,810
| – | – | 4.04% | 5 |
|
|
2022
Q4 | $1.78M | Hold |
24,810
| – | – | 3.99% | 6 |
|
|
2022
Q3 | $1.66M | Hold |
24,810
| – | – | 1.28% | 23 |
|
|
2022
Q2 | $1.78M | Buy |
+24,810
| New | +$1.78M | 0.98% | 28 |
|