Sugarloaf Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,307 shares of DSI stock, worth $243,296. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,307
Previous 2,111 9.28%
Holding current value
$243,296
Previous $192,000 20.83%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 23, 2024
BUY
$89.27 - $100.81 $17,496 - $19,758
196 Added 9.28%
2,307 $232,000
Q3 2023

Nov 13, 2023
SELL
$80.77 - $87.25 $7,915 - $8,550
-98 Reduced 4.44%
2,111 $171,000
Q1 2023

Apr 26, 2023
SELL
$71.07 - $79.2 $21,249 - $23,680
-299 Reduced 11.92%
2,209 $172,000
Q3 2022

Oct 11, 2022
BUY
N/A
93 Added 3.85%
2,508 $168,000
Q2 2021

Jul 20, 2021
BUY
N/A
2,297 Added 1946.61%
2,415 $200,000
Q1 2021

Apr 19, 2021
SELL
N/A
-2,074 Reduced 94.62%
118 $167,000
Q4 2020

Feb 03, 2021
BUY
N/A
2,192 New
2,192 $157,000

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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