4Thought Financial Group’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
Q2 | $253K | Buy |
|
|||||
|
2025
Q1 | $214K | Sell |
|
|||||
|
2024
Q4 | $251K | Sell |
|
|||||
|
2024
Q3 | $265K | Sell |
|
|||||
|
2024
Q2 | $264K | Sell |
|
|||||
|
2024
Q1 | $264K | Buy |
|
|||||
|
2023
Q4 | $184K | Buy |
|
|||||
|
2023
Q3 | $140K | Sell |
|
|||||
|
2023
Q2 | $146K | Sell |
|
|||||
|
2023
Q1 | $140K | Sell |
|
|||||
|
2022
Q4 | $133K | Sell |
|
|||||
|
2022
Q3 | $127K | Buy |
|
|||||
|
2022
Q2 | $135K | Buy |
|
|||||
|
2022
Q1 | $159K | Buy |
|
|||||
|
2021
Q4 | $166K | Sell |
|
|||||
|
2021
Q3 | $154K | Sell |
|
|||||
|
2021
Q2 | $162K | Sell |
|
|||||
|
2021
Q1 | $152K | Buy |
|