Bond & Devick Financial Network’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 | $1.18M | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.17M | Hold |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $945K | Buy |
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|
2023
Q2 | $965K | Buy |
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|
2023
Q1 | $850K | Hold |
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|
2022
Q4 | $782K | Sell |
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|
2022
Q3 | $846K | Buy |
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|
2022
Q2 | $901K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $985K | Buy |
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|
2020
Q4 | $901K | Buy |
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