Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.6M | Sell |
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|
2020
Q2 | $1.62M | Buy |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $1.64M | Buy |
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|
2019
Q3 | $1.51M | Buy |
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|
2019
Q2 | $340K | Sell |
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|
2019
Q1 | $471K | Buy |
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|
2018
Q4 | $414K | Sell |
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|
2018
Q3 | $568K | Buy |
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|
2018
Q2 | $535K | Buy |
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|
2018
Q1 | $220K | Buy |
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|
2017
Q4 | $221K | Buy |
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|
2017
Q3 | $207K | Buy |
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|
2017
Q2 | $198K | Hold |
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|
2017
Q1 | $193K | Sell |
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|
2016
Q4 | $1.33M | Buy |
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|
2016
Q3 | $1.3M | Hold |
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|
2016
Q2 | $1.25M | Buy |
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|
2016
Q1 | $1.23M | Buy |
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|
2015
Q4 | $1.13M | Buy |
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