BIP Wealth’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 | $821K | Hold |
7,065
| – | – | 0.05% | 116 |
|
|
2025
Q1 | $724K | Sell |
7,065
-40
| -0.6% | -$4.1K | 0.05% | 122 |
|
|
2024
Q4 | $783K | Hold |
7,105
| – | – | 0.05% | 118 |
|
|
2024
Q3 | $773K | Buy |
7,105
+4,350
| +158% | +$473K | 0.05% | 105 |
|
|
2024
Q2 | $286K | Sell |
2,755
-4,350
| -61% | -$452K | 0.02% | 155 |
|
|
2024
Q1 | $716K | Buy |
7,105
+2,755
| +63% | +$278K | 0.05% | 106 |
|
|
2023
Q4 | $396K | Buy |
+4,350
| New | +$396K | 0.03% | 131 |
|
|
2023
Q3 | – | Sell |
-4,490
| Closed | -$378K | – | 189 |
|
|
2023
Q2 | $378K | Buy |
4,490
+50
| +1% | +$4.21K | 0.03% | 122 |
|
|
2023
Q1 | $346K | Buy |
+4,440
| New | +$346K | 0.04% | 134 |
|