FundX Investment Group, LLC DSI Holdings History
FundX Investment Group, LLC's iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2021-12-31, FundX Investment Group, LLC held 559,905.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $52.03 Mil. This investment constitutes 12.66% of their stock portfolio, and FundX Investment Group, LLC now holds 1.21% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2017Q1. And since then FundX Investment Group, LLC has made 1 purchases of DSI, at an average price of $88.02, for a total of 559,905.00 shares. Based on historical transaction data and DSI's current price of $118.89, FundX Investment Group, LLC's estimated gain on his DSI holdings is $17.29 Mil, reflecting a 35.08% gain to date.
FundX Investment Group, LLC DSI ($118.89) Holding Chart
FundX Investment Group, LLC 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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