Titus Wealth Management Ishares Msci Kld 400 Social Et Transaction History

Titus Wealth Management

  • $200 Million
  • Q2 2022

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 $520,224. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,899
Previous 4,969 1.41%
Holding current value
$520,224
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

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
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 Titus Wealth Management Portfolio

Follow Titus Wealth Management 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 Titus Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Titus Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email