Advisornet Financial’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 | $648K | Buy |
|
|||||
|
2025
Q2 | $597K | Buy |
|
|||||
|
2025
Q1 | $523K | Buy |
|
|||||
|
2024
Q4 | $552K | Sell |
|
|||||
|
2024
Q3 | $674K | Sell |
|
|||||
|
2024
Q2 | $655K | Buy |
|
|||||
|
2024
Q1 | $630K | Sell |
|
|||||
|
2023
Q4 | $609K | Buy |
|
|||||
|
2023
Q3 | $542K | Buy |
|
|||||
|
2023
Q2 | $560K | Sell |
|
|||||
|
2023
Q1 | $536K | Sell |
|
|||||
|
2022
Q4 | $700K | Sell |
|
|||||
|
2022
Q3 | $702K | Buy |
|
|||||
|
2022
Q2 | $469K | Buy |
|
|||||
|
2022
Q1 | $556K | Buy |
|
|||||
|
2021
Q4 | $525K | Buy |
|
|||||
|
2021
Q3 | $458K | Buy |
|
|||||
|
2021
Q2 | $432K | Buy |
|
|||||
|
2021
Q1 | $259K | Buy |
|
|||||
|
2020
Q4 | $237K | Sell |
|
|||||
|
2020
Q3 | $301K | Buy |
|
|||||
|
2020
Q2 | $256K | Buy |
|
|||||
|
2020
Q1 | $206K | Buy |
|
|||||
|
2019
Q4 | $254K | Buy |
|
|||||
|
2019
Q3 | $234K | Buy |
|
|||||
|
2019
Q2 | $183K | Buy |
|
|||||
|
2019
Q1 | $176K | Sell |
|
|||||
|
2018
Q4 | $158K | Buy |
|
|||||
|
2018
Q3 | $110K | Buy |
|
|||||
|
2018
Q2 | $104K | Sell |
|
|||||
|
2018
Q1 | $102K | Hold |
|
|||||
|
2017
Q4 | $103K | Buy |
|