Archer Investment Corporation’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.3K | Hold |
304
| – | – | 0.01% | 519 |
|
|
2025
Q1 | $31.1K | Hold |
304
| – | – | 0.01% | 522 |
|
|
2024
Q4 | $33.5K | Hold |
304
| – | – | 0.01% | 498 |
|
|
2024
Q3 | $33.1K | Hold |
304
| – | – | 0.01% | 496 |
|
|
2024
Q2 | $31.6K | Hold |
304
| – | – | 0.01% | 481 |
|
|
2024
Q1 | $30.6K | Hold |
304
| – | – | 0.01% | 474 |
|
|
2023
Q4 | $27.7K | Hold |
304
| – | – | 0.01% | 485 |
|
|
2023
Q3 | $24.7K | Hold |
304
| – | – | 0.01% | 480 |
|
|
2023
Q2 | $25.6K | Buy |
+304
| New | +$25.6K | 0.01% | 474 |
|
|
2021
Q3 | – | Sell |
-153
| Closed | -$12.7K | – | 723 |
|
|
2021
Q2 | $12.7K | Hold |
153
| – | – | 0.01% | 440 |
|
|
2021
Q1 | $11.7K | Buy |
+153
| New | +$11.7K | ﹤0.01% | 523 |
|