C-J Advisory, Inc. DSI Holdings History
C-J Advisory, Inc.'s iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2021-09-30, C-J Advisory, Inc. held 99,109.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $8.25 Mil. This investment constitutes 4.37% of their stock portfolio, and C-J Advisory, Inc. now holds 0.21% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2018Q2. And since then C-J Advisory, Inc. has made 10 purchases of DSI, at an average price of $50.97, for a total of 103,958.00 shares. In addition, there have been 3 sales at an average price of $77.52 for 4,849.00 shares. Based on historical transaction data and DSI's current price of $118.89, C-J Advisory, Inc.'s estimated gain on his DSI holdings is $6.86 Mil, reflecting a 129.46% gain to date.
C-J Advisory, Inc. DSI ($118.89) Holding Chart
C-J Advisory, Inc. DSI ($118.89) 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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