AlphaCore Capital’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 | $635K | Buy |
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|
2025
Q1 | $241K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $176K | Sell |
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|
2023
Q3 | $160K | Hold |
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|
2023
Q2 | $165K | Sell |
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|
2023
Q1 | $155K | Buy |
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|
2022
Q4 | $142K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $92K | Sell |
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|
2021
Q2 | $100K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5K | Buy |
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