AllSquare 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 | $205K | Hold |
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|
2025
Q1 | $181K | Hold |
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|
2024
Q4 | $195K | Hold |
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|
2024
Q3 | $192K | Hold |
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|
2024
Q2 | $184K | Hold |
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|
2024
Q1 | $178K | Hold |
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|
2023
Q4 | $161K | Hold |
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|
2023
Q3 | $144K | Hold |
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|
2023
Q2 | $141K | Hold |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $127K | Hold |
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|
2022
Q3 | $118K | Buy |
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|
2022
Q2 | $103K | Hold |
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|
2022
Q1 | $124K | Hold |
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|
2021
Q4 | $133K | Hold |
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|
2021
Q3 | $119K | Sell |
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|
2021
Q2 | $137K | Hold |
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|
2021
Q1 | $127K | Sell |
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|
2020
Q4 | $125K | Sell |
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|
2020
Q3 | $132K | Hold |
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|
2020
Q2 | $122K | Hold |
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|
2020
Q1 | $101K | Hold |
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|
2019
Q4 | $124K | Hold |
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|
2019
Q3 | $115K | Hold |
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|
2019
Q2 | $113K | Hold |
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|
2019
Q1 | $109K | Buy |
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|
2018
Q4 | $71K | Sell |
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|
2018
Q3 | $94K | Hold |
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|
2018
Q2 | $89K | Sell |
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|
2018
Q1 | $92K | Hold |
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|
2017
Q4 | $92K | Buy |
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|
2017
Q3 | $71K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $66K | Hold |
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|
2016
Q4 | $63K | Buy |
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|
2016
Q3 | $28K | Hold |
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|
2016
Q2 | $27K | Hold |
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|
2016
Q1 | $27K | Hold |
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|
2015
Q4 | $27K | Hold |
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|
2015
Q3 | $25K | Hold |
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|
2015
Q2 | $27K | Sell |
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|
2015
Q1 | $45K | Hold |
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|
2014
Q4 | $45K | Buy |
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