Buffington Mohr McNeal’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
Q1 | $337K | Sell |
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|
2024
Q4 | $413K | Hold |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $381K | Hold |
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|
2023
Q4 | $344K | Hold |
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|
2023
Q3 | $308K | Hold |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $915K | Hold |
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|
2022
Q4 | $842K | Hold |
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|
2022
Q3 | $785K | Hold |
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|
2022
Q2 | $843K | Hold |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $1.09M | Hold |
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|
2021
Q3 | $976K | Buy |
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|
2021
Q2 | $954K | Buy |
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|
2021
Q1 | $797K | Hold |
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|
2020
Q4 | $747K | Buy |
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|
2020
Q3 | $660K | Hold |
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|
2020
Q2 | $609K | Buy |
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|
2020
Q1 | $498K | Hold |
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|
2019
Q4 | $614K | Buy |
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|
2019
Q3 | $564K | Hold |
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|
2019
Q2 | $556K | Hold |
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|
2019
Q1 | $536K | Buy |
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|
2018
Q4 | $443K | Buy |
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|
2018
Q3 | $460K | Buy |
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|
2018
Q2 | $415K | Buy |
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|
2018
Q1 | $293K | Hold |
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|
2017
Q4 | $295K | Sell |
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|
2017
Q3 | $518K | Hold |
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|
2017
Q2 | $485K | Hold |
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|
2017
Q1 | $471K | Buy |
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