Wilson & Boucher Capital Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Wilson & Boucher Capital Management, LLC

  • $131 Billion
  • Q2 2024

A detailed history of Wilson & Boucher Capital Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 2,800 shares of DSI stock, worth $294,112. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,800
Previous 2,800 -0.0%
Holding current value
$294,112
Previous $282 Million 3.02%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Apr 30, 2024
BUY
$89.27 - $100.81 $2,678 - $3,024
30 Added 1.08%
2,800 $282 Million
Q1 2023

May 11, 2023
BUY
$71.07 - $79.2 $196,863 - $219,384
2,770 New
2,770 $216 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-2,770 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
2,770 New
2,770 $257,000

Others Institutions Holding DSI

# of Institutions
550
Shares Held
26.4M
Call Options Held
3K
Put Options Held
700
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Wilson & Boucher Capital Management, LLC Portfolio

Follow Wilson & Boucher Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilson & Boucher Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilson & Boucher Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email