Aurora Private Wealth’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
Q1 | – | Sell |
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|
2024
Q4 | $631K | Buy |
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|
2024
Q3 | $621K | Buy |
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|
2024
Q2 | $591K | Buy |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $516K | Buy |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $438K | Buy |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $526K | Buy |
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|
2021
Q3 | $468K | Hold |
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|
2021
Q2 | $466K | Buy |
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|
2021
Q1 | $428K | Hold |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $357K | Buy |
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