Vigilant Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $46K | Hold |
550
| – | – | ﹤0.01% | 281 |
|
|
2023
Q1 | $43K | Hold |
550
| – | – | ﹤0.01% | 286 |
|
|
2022
Q4 | $39K | Hold |
550
| – | – | ﹤0.01% | 293 |
|
|
2022
Q3 | $37K | Buy |
+550
| New | +$37K | ﹤0.01% | 317 |
|
|
2018
Q4 | – | Sell |
-2,186
| Closed | -$117K | – | 452 |
|
|
2018
Q3 | $117K | Hold |
2,186
| – | – | 0.02% | 187 |
|
|
2018
Q2 | $110K | Hold |
2,186
| – | – | 0.02% | 178 |
|
|
2018
Q1 | $107K | Hold |
2,186
| – | – | 0.02% | 165 |
|
|
2017
Q4 | $107K | Hold |
2,186
| – | – | 0.01% | 161 |
|
|
2017
Q3 | $101K | Buy |
+2,186
| New | +$101K | 0.02% | 139 |
|