Zullo Investment Group’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
Q1 | – | Sell |
-582
| Closed | -$41.8K | – | 283 |
|
|
2022
Q4 | $41.8K | Hold |
582
| – | – | 0.03% | 299 |
|
|
2022
Q3 | $39K | Hold |
582
| – | – | 0.03% | 300 |
|
|
2022
Q2 | $42K | Hold |
582
| – | – | 0.03% | 299 |
|
|
2022
Q1 | $50K | Hold |
582
| – | – | 0.03% | 299 |
|
|
2021
Q4 | $54K | Buy |
+582
| New | +$54K | 0.03% | 293 |
|