iShares FTSE KLD 400 Social Idx shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 17k | 100.81 |
| 2023-12-31 | $1.5M | 17k | 91.05 |
| 2023-09-30 | $1.4M | 17k | 81.41 |
| 2023-06-30 | $1.6M | 19k | 84.17 |
| 2023-03-31 | $1.5M | 20k | 77.99 |
| 2022-12-31 | $1.4M | 20k | 71.79 |
| 2022-09-30 | $1.1M | 16k | 67.00 |
| 2022-06-30 | $1.2M | 17k | 71.92 |
| 2022-03-31 | $1.5M | 17k | 86.59 |
| 2021-12-31 | $1.6M | 17k | 92.92 |
| 2021-09-30 | $1.4M | 17k | 83.19 |
| 2021-06-30 | $1.4M | 17k | 82.85 |
| 2021-03-31 | $1.3M | 18k | 76.38 |
| 2020-12-31 | $1.5M | 22k | 71.55 |
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