Avior Wealth Management’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 | $235K | Sell |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q3 | $203K | Sell |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $149K | Buy |
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|
2023
Q4 | $92.1K | Sell |
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|
2023
Q3 | $197K | Sell |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $367K | Buy |
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