iShares FTSE KLD 400 Social Idx shares owned by Punch & Associates Investment Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Punch & Associates Investment Management
from 13F filings
Historical chart of Punch & Associates Investment Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Punch & Associates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $168k | 1.9k | 91.05 |
| 2023-09-30 | $151k | 1.9k | 81.41 |
| 2023-06-30 | $157k | 1.9k | 84.17 |
| 2022-06-30 | $29k | 400 | 72.50 |
| 2022-03-31 | $38k | 435 | 87.36 |
| 2021-12-31 | $42k | 450 | 93.33 |
| 2021-09-30 | $40k | 478 | 83.68 |
| 2021-06-30 | $40k | 477 | 83.86 |
| 2021-03-31 | $36k | 477 | 75.47 |
| 2020-12-31 | $36k | 497 | 72.43 |
| 2020-09-30 | $69k | 540 | 127.78 |
| 2020-06-30 | $64k | 540 | 118.52 |
| 2020-03-31 | $57k | 590 | 96.61 |
| 2019-12-31 | $71k | 590 | 120.34 |
| 2015-12-31 | $168k | 2.2k | 75.71 |
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