Addison Advisors’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 | $498K | Sell |
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|
2025
Q2 | $473K | Hold |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $558K | Hold |
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|
2024
Q2 | $533K | Hold |
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|
2024
Q1 | $517K | Sell |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $565K | Hold |
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|
2023
Q2 | $584K | Hold |
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|
2023
Q1 | $541K | Hold |
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|
2022
Q4 | $498K | Sell |
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|
2022
Q3 | $541K | Sell |
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|
2022
Q2 | $592K | Sell |
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|
2022
Q1 | $729K | Buy |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Buy |
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|
2020
Q4 | $5K | Buy |
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