Atria Wealth Solutions’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 | $1.94M | Sell |
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|
2025
Q1 | $8.1M | Buy |
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|
2024
Q4 | $7.74M | Sell |
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|
2024
Q3 | $8.38M | Sell |
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|
2024
Q2 | $8.55M | Sell |
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|
2024
Q1 | $8.52M | Buy |
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|
2023
Q4 | $7.59M | Buy |
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|
2023
Q3 | $5.93M | Sell |
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|
2023
Q2 | $6.67M | Buy |
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|
2023
Q1 | $5.39M | Sell |
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|
2022
Q4 | $5.25M | Buy |
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|
2022
Q3 | $4.7M | Sell |
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|
2022
Q2 | $5.3M | Buy |
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|
2022
Q1 | $4.19M | Buy |
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