WealthSource Partners’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
Q4 | $2.26M | Buy |
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|
2023
Q3 | $1.91M | Sell |
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|
2023
Q2 | $2.17M | Sell |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $2.16M | Sell |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $2.34M | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $509K | Sell |
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|
2021
Q3 | $530K | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.28M | Sell |
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|
2020
Q4 | $1.88M | Buy |
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|
2020
Q3 | $1.37M | Buy |
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|
2020
Q2 | $903K | Sell |
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|
2020
Q1 | $844K | Buy |
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|
2019
Q4 | $361K | Buy |
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