Atria Investments’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 | $770K | Buy |
6,625
+144
| +2% | +$16.7K | 0.01% | 1184 |
|
|
2025
Q1 | $664K | Buy |
6,481
+181
| +3% | +$18.5K | 0.01% | 1197 |
|
|
2024
Q4 | $695K | Sell |
6,300
-1,913
| -23% | -$211K | 0.01% | 1158 |
|
|
2024
Q3 | $894K | Sell |
8,213
-177
| -2% | -$19.3K | 0.01% | 1025 |
|
|
2024
Q2 | $871K | Buy |
+8,390
| New | +$871K | 0.01% | 1009 |
|
|
2022
Q1 | – | Sell |
-26,956
| Closed | -$2.51M | – | 871 |
|
|
2021
Q4 | $2.51M | Buy |
+26,956
| New | +$2.51M | 0.04% | 470 |
|