VCM
DSI icon

Vivaldi Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Vivaldi Capital Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,734
Closed -$799K – 314
2020
Q3 		$799K Hold
11,734
– – 0.18% 101
2020
Q2 		$750K Buy
+11,734
New +$652K 0.16% 108
2020
Q1 		– Sell
-10,096
Closed -$606K – 215
2019
Q4 		$606K Buy
+10,096
New +$580K 0.15% 110
2018
Q4 		– Sell
-6,014
Closed -$321K – 203
2018
Q3 		$321K Sell
6,014
-200
-3% -$10.5K 0.17% 94
2018
Q2 		$314K Sell
6,214
-1,512
-20% -$75.9K 0.26% 93
2018
Q1 		$377K Hold
7,726
– – 0.28% 86
2017
Q4 		$380K Buy
7,726
+1,116
+17% +$53.6K 0.32% 82
2017
Q3 		$307K Buy
+6,610
New +$301K 1.32% 38

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