Arkadios Wealth Advisors’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 | $543K | Buy |
4,675
+67
| +1% | +$7.78K | 0.02% | 797 |
|
|
2025
Q1 | $472K | Sell |
4,608
-303
| -6% | -$31K | 0.02% | 725 |
|
|
2024
Q4 | $541K | Buy |
4,911
+83
| +2% | +$9.15K | 0.03% | 515 |
|
|
2024
Q3 | $525K | Buy |
4,828
+1,005
| +26% | +$109K | 0.03% | 523 |
|
|
2024
Q2 | $397K | Buy |
3,823
+527
| +16% | +$54.7K | 0.03% | 542 |
|
|
2024
Q1 | $332K | Sell |
3,296
-50
| -1% | -$5.04K | 0.03% | 508 |
|
|
2023
Q4 | $305K | Buy |
3,346
+5
| +0.1% | +$455 | 0.03% | 523 |
|
|
2023
Q3 | $272K | Buy |
3,341
+782
| +31% | +$63.7K | 0.03% | 521 |
|
|
2023
Q2 | $215K | Buy |
+2,559
| New | +$215K | 0.03% | 556 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$82K | – | 1907 |
|
|
2021
Q2 | $82K | Hold |
1,000
| – | – | 0.01% | 782 |
|
|
2021
Q1 | $76K | Hold |
1,000
| – | – | 0.01% | 588 |
|
|
2020
Q4 | $71K | Buy |
+1,000
| New | +$71K | 0.01% | 493 |
|