1900 Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $209K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $938K | Sell |
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|
2022
Q4 | $935K | Buy |
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|
2022
Q3 | $870K | Hold |
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|
2022
Q2 | $935K | Sell |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.69M | Hold |
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|
2021
Q3 | $1.51M | Hold |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.4K | Sell |
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|
2020
Q4 | $1.32M | Buy |
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