iShares FTSE KLD 400 Social Idx shares owned by Watermark Asset Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Watermark Asset Management
from 13F filings
Historical chart of Watermark Asset Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Watermark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-12-31 | $186k | 2.0k | 92.95 |
| 2018-09-30 | $129k | 1.2k | 106.44 |
| 2018-06-30 | $81k | 803 | 100.87 |
| 2018-03-31 | $70k | 713 | 98.18 |
| 2017-12-31 | $65k | 659 | 98.63 |
| 2017-09-30 | $43k | 466 | 92.27 |
| 2017-06-30 | $41k | 464 | 88.36 |
| 2017-03-31 | $47k | 542 | 86.72 |
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