Wealth Advisors of Tampa Bay’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
Q4 | – | Sell |
-3,428
| Closed | -$279K | – | 85 |
|
|
2023
Q3 | $279K | Buy |
+3,428
| New | +$279K | 0.08% | 83 |
|
|
2022
Q3 | – | Sell |
-2,870
| Closed | -$206K | – | 81 |
|
|
2022
Q2 | $206K | Sell |
2,870
-138
| -5% | -$9.91K | 0.06% | 93 |
|
|
2022
Q1 | $260K | Hold |
3,008
| – | – | 0.07% | 89 |
|
|
2021
Q4 | $280K | Buy |
+3,008
| New | +$280K | 0.07% | 92 |
|