Trellis Advisors, LLC DSI Holdings History
Trellis Advisors, LLC's iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2023-12-31, Trellis Advisors, LLC held - shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Trellis Advisors, LLC now holds 0% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2018Q3. And since then Trellis Advisors, LLC has made 15 purchases of DSI, at an average price of $57.50, for a total of 38,643.00 shares. In addition, there have been 7 sales at an average price of $84.79 for 38,643.00 shares. Based on historical transaction data and DSI's current price of $117.67, Trellis Advisors, LLC's estimated gain on his DSI holdings is $1.05 Mil, reflecting a 47.47% gain to date.
Trellis Advisors, LLC DSI ($117.67) Holding Chart
Trellis Advisors, LLC DSI ($117.67) 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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