Bigelow Investment 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
Q3 | $685K | Sell |
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|
2025
Q2 | $717K | Sell |
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|
2025
Q1 | $652K | Sell |
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|
2024
Q4 | $772K | Sell |
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|
2024
Q3 | $874K | Sell |
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|
2024
Q2 | $872K | Sell |
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|
2024
Q1 | $881K | Sell |
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|
2023
Q4 | $800K | Sell |
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|
2023
Q3 | $751K | Buy |
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|
2023
Q2 | $770K | Buy |
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|
2023
Q1 | $704K | Sell |
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|
2022
Q4 | $802K | Buy |
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|
2022
Q3 | $677K | Buy |
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|
2022
Q2 | $714K | Sell |
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|
2022
Q1 | $915K | Buy |
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|
2021
Q4 | $868K | Buy |
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|
2021
Q3 | $674K | Buy |
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|
2021
Q2 | $623K | Hold |
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|
2021
Q1 | $574K | Buy |
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|
2020
Q4 | $463K | Buy |
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|
2020
Q3 | $392K | Buy |
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|
2020
Q2 | $304K | Buy |
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|
2020
Q1 | $236K | Buy |
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|
2019
Q4 | $271K | Hold |
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|
2019
Q3 | $251K | Buy |
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|
2019
Q2 | $220K | Buy |
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|
2019
Q1 | $204K | Buy |
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