Blume Capital 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 | $389K | Hold |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $409K | Sell |
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $349K | Hold |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $321K | Hold |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $387K | Hold |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $397K | Hold |
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|
2021
Q2 | $395K | Hold |
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|
2021
Q1 | $364K | Hold |
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|
2020
Q4 | $341K | Sell |
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|
2020
Q3 | $319K | Hold |
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|
2020
Q2 | $295K | Hold |
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|
2020
Q1 | $243K | Hold |
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|
2019
Q4 | $299K | Hold |
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|
2019
Q3 | $276K | Hold |
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|
2019
Q2 | $273K | Hold |
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|
2019
Q1 | $263K | Hold |
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|
2018
Q4 | $232K | Hold |
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|
2018
Q3 | $267K | Hold |
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|
2018
Q2 | $252K | Buy |
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|
2018
Q1 | $164K | Hold |
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|
2017
Q4 | $165K | Hold |
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|
2017
Q3 | $156K | Hold |
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|
2017
Q2 | $150K | Hold |
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|
2017
Q1 | $146K | Buy |
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|
2016
Q4 | $136K | Buy |
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|
2016
Q3 | $113K | Hold |
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|
2016
Q2 | $108K | Hold |
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|
2016
Q1 | $107K | Hold |
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|
2015
Q4 | $106K | Hold |
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|
2015
Q3 | $99K | Buy |
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|
2015
Q2 | $99K | Hold |
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|
2015
Q1 | $100K | Buy |
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|
2014
Q4 | $92K | Buy |
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|
2014
Q3 | $81K | Buy |
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|
2014
Q2 | $71K | Buy |
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|
2014
Q1 | $56K | Hold |
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|
2013
Q4 | $55K | Buy |
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