Affinity 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
Q2 | $364K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $345K | Hold |
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|
2024
Q3 | $341K | Hold |
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $316K | Hold |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $249K | Hold |
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|
2021
Q4 | $261K | Hold |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $215K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $220K | Buy |
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|
2017
Q3 | $220K | Hold |
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|
2017
Q2 | $211K | Hold |
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|
2017
Q1 | $205K | Buy |
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