Arbor Investment 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 | $350K | Buy |
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|
2025
Q2 | $322K | Buy |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | $301K | Buy |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.55M | Hold |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.56M | Sell |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $766K | Sell |
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|
2019
Q4 | $955K | Buy |
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|
2019
Q3 | $784K | Buy |
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|
2019
Q2 | $735K | Buy |
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|
2019
Q1 | $623K | Buy |
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|
2018
Q4 | $471K | Buy |
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|
2018
Q3 | $537K | Buy |
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