A detailed history of Titus Wealth Management transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Titus Wealth Management holds 4,899 shares of DSI stock, worth $540,114. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,899
Previous 4,969 1.41%
Holding current value
$540,114
Previous $430,000 18.14%
% of portfolio
0.18%
Previous 0.19%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Nov 09, 2022

SELL
$69.6 - $87.62 $4,872 - $6,133
-70 Reduced 1.41%
4,899 $352,000
Q1 2022

May 16, 2022

BUY
$79.44 - $93.34 $6,355 - $7,467
80 Added 1.64%
4,969 $430,000
Q4 2021

Feb 15, 2022

BUY
$83.4 - $93.49 $583 - $654
7 Added 0.14%
4,889 $454,000
Q3 2021

Nov 15, 2021

BUY
$82.17 - $87.81 $657 - $702
8 Added 0.16%
4,882 $406,000
Q2 2021

Aug 16, 2021

SELL
$77.33 - $82.83 $5,645 - $6,046
-73 Reduced 1.48%
4,874 $404,000
Q1 2021

May 17, 2021

BUY
$70.61 - $76.36 $6,001 - $6,490
85 Added 1.75%
4,947 $378,000
Q4 2020

Feb 16, 2021

BUY
$62.23 - $71.54 $151,530 - $174,199
2,435 Added 100.33%
4,862 $348,000
Q3 2020

Nov 16, 2020

BUY
$59.39 - $68.32 $237 - $273
4 Added 0.17%
2,427 $311,000
Q2 2020

Aug 14, 2020

BUY
$46.66 - $61.22 $186 - $244
4 Added 0.17%
2,423 $286,000
Q1 2020

May 18, 2020

BUY
$42.17 - $63.99 $8,602 - $13,053
204 Added 9.21%
2,419 $236,000
Q4 2019

Feb 18, 2020

SELL
$53.71 - $60.35 $12,353 - $13,880
-230 Reduced 9.41%
2,215 $266,000
Q3 2019

Nov 18, 2019

SELL
$55.16 - $56.18 $5,185 - $5,280
-94 Reduced 3.7%
2,445 $271,000
Q2 2019

Aug 15, 2019

BUY
N/A
6 Added 0.24%
2,539 $278,000
Q1 2019

May 15, 2019

BUY
N/A
10 Added 0.4%
2,533 $267,000
Q4 2018

Feb 11, 2019

BUY
N/A
18 Added 0.72%
2,523 $234,000
Q3 2018

Nov 06, 2018

SELL
N/A
-189 Reduced 7.02%
2,505 $268,000
Q2 2018

Aug 16, 2018

SELL
N/A
-53 Reduced 1.93%
2,694 $272,000
Q1 2018

May 15, 2018

BUY
N/A
2,747 New
2,747 $268 Million

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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