Laurel Wealth Planning LLC Ishares Msci Kld 400 Social Et Transaction History

Laurel Wealth Planning LLC

  • $151 Million
  • Q1 2024

A detailed history of Laurel Wealth Planning LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 40,734 shares of DSI stock, worth $4.31 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
40,734
Previous 41,253 1.26%
Holding current value
$4.31 Million
Previous $3.76 Million 9.32%
% of portfolio
2.73%
Previous 2.66%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$89.27 - $100.81 $46,331 - $52,320
-519 Reduced 1.26%
40,734 $4.11 Million
Q4 2023

Feb 09, 2024
SELL
$77.74 - $91.23 $166,441 - $195,323
-2,141 Reduced 4.93%
41,253 $3.76 Million
Q3 2023

Oct 27, 2023
SELL
$80.77 - $87.25 $175,432 - $189,507
-2,172 Reduced 4.77%
43,394 $3.53 Million
Q2 2023

Jul 19, 2023
SELL
$76.24 - $84.24 $337,133 - $372,509
-4,422 Reduced 8.85%
45,566 $3.84 Million
Q1 2023

Apr 18, 2023
SELL
$71.07 - $79.2 $121,458 - $135,352
-1,709 Reduced 3.31%
49,988 $3.9 Million
Q4 2022

Feb 01, 2023
SELL
$69.01 - $76.94 $1.05 Million - $1.17 Million
-15,208 Reduced 22.73%
51,697 $3.71 Million
Q3 2022

Nov 02, 2022
SELL
N/A
-1,139 Reduced 1.67%
66,905 $4.48 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-4,812 Reduced 6.6%
68,044 $4.89 Million
Q1 2022

Apr 28, 2022
SELL
N/A
-37,357 Reduced 33.9%
72,856 $6.31 Million
Q4 2021

Feb 01, 2022
SELL
N/A
-16,307 Reduced 12.89%
110,213 $10.2 Million
Q3 2021

Nov 12, 2021
BUY
N/A
15,257 Added 13.71%
126,520 $10.5 Million
Q2 2021

Aug 09, 2021
BUY
N/A
9,117 Added 8.93%
111,263 $9.22 Million
Q1 2021

May 06, 2021
SELL
N/A
-6,554 Reduced 6.03%
102,146 $7.8 Million
Q4 2020

Feb 08, 2021
BUY
N/A
108,700 New
108,700 $7.78 Million

Others Institutions Holding DSI

# of Institutions
530
Shares Held
25.4M
Call Options Held
3K
Put Options Held
400
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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