Atlas Capital 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
Q2 | $204K | Hold |
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|
2025
Q1 | $180K | Hold |
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|
2024
Q4 | $193K | Hold |
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|
2024
Q3 | $191K | Hold |
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|
2024
Q2 | $182K | Hold |
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|
2024
Q1 | $177K | Hold |
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|
2023
Q4 | $160K | Hold |
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|
2023
Q3 | $143K | Hold |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $137K | Sell |
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|
2022
Q4 | $209K | Hold |
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|
2022
Q3 | $195K | Hold |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $271K | Sell |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $212K | Hold |
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|
2020
Q2 | $195K | Hold |
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|
2020
Q1 | $161K | Hold |
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|
2019
Q4 | $199K | Hold |
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|
2019
Q3 | $183K | Hold |
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|
2019
Q2 | $181K | Buy |
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