AFFINIA FINANCIAL GROUP, LLC DSI Holdings History
AFFINIA FINANCIAL GROUP, LLC's iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2023-06-30, AFFINIA FINANCIAL GROUP, LLC held 18,414.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $1.58 Mil. This investment constitutes 1.09% of their stock portfolio, and AFFINIA FINANCIAL GROUP, LLC now holds 0.04% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2020Q1. And since then AFFINIA FINANCIAL GROUP, LLC has made 10 purchases of DSI, at an average price of $71.15, for a total of 21,590.00 shares. In addition, there have been 4 sales at an average price of $79.07 for 3,176.00 shares. Based on historical transaction data and DSI's current price of $119.34, AFFINIA FINANCIAL GROUP, LLC's estimated gain on his DSI holdings is $912,465.83, reflecting a 59.40% gain to date.
AFFINIA FINANCIAL GROUP, LLC DSI ($119.34) Holding Chart
AFFINIA FINANCIAL GROUP, LLC DSI ($119.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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