Bradley & Co Private Wealth Management’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 | $335K | Hold |
2,881
| – | – | 0.2% | 34 |
|
|
2025
Q1 | $295K | Sell |
2,881
-28
| -1% | -$2.87K | 0.2% | 34 |
|
|
2024
Q4 | $321K | Buy |
+2,909
| New | +$321K | 0.2% | 32 |
|
|
2024
Q2 | $277K | Buy |
2,664
+2,158
| +426% | +$224K | 0.2% | 31 |
|
|
2024
Q1 | $51K | Hold |
506
| – | – | 0.04% | 67 |
|
|
2023
Q4 | $46.1K | Hold |
506
| – | – | 0.04% | 64 |
|
|
2023
Q3 | $41.2K | Hold |
506
| – | – | 0.04% | 67 |
|
|
2023
Q2 | $42.6K | Hold |
506
| – | – | 0.04% | 63 |
|
|
2023
Q1 | $39.5K | Hold |
506
| – | – | 0.04% | 67 |
|
|
2022
Q4 | $36.3K | Hold |
506
| – | – | 0.04% | 71 |
|
|
2022
Q3 | $34K | Hold |
506
| – | – | 0.04% | 82 |
|
|
2022
Q2 | $36K | Hold |
506
| – | – | 0.04% | 94 |
|
|
2022
Q1 | $44K | Hold |
506
| – | – | 0.04% | 88 |
|
|
2021
Q4 | $47K | Hold |
506
| – | – | 0.04% | 89 |
|
|
2021
Q3 | $42K | Hold |
506
| – | – | 0.04% | 94 |
|
|
2021
Q2 | $42K | Hold |
506
| – | – | 0.04% | 102 |
|
|
2021
Q1 | $39K | Buy |
+506
| New | +$39K | 0.04% | 104 |
|