Bradley & Co Private Wealth 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
Q3 | $362K | Sell |
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|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $295K | Sell |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q2 | $277K | Buy |
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|
2024
Q1 | $51K | Hold |
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|
2023
Q4 | $46.1K | Hold |
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|
2023
Q3 | $41.2K | Hold |
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|
2023
Q2 | $42.6K | Hold |
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|
2023
Q1 | $39.5K | Hold |
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|
2022
Q4 | $36.3K | Hold |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $44K | Hold |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $42K | Hold |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $39K | Buy |
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