Buttonwood Financial Group’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 | $513K | Sell |
4,395
-207
| -4% | -$24.1K | 0.26% | 25 |
|
|
2025
Q1 | $446K | Buy |
4,602
+152
| +3% | +$14.7K | 0.26% | 25 |
|
|
2024
Q4 | $512K | Sell |
4,450
-407
| -8% | -$46.8K | 0.28% | 22 |
|
|
2024
Q3 | $528K | Sell |
4,857
-322
| -6% | -$35K | 0.32% | 19 |
|
|
2024
Q2 | $538K | Buy |
5,179
+379
| +8% | +$39.4K | 0.31% | 22 |
|
|
2024
Q1 | $484K | Buy |
4,800
+1,082
| +29% | +$109K | 0.29% | 24 |
|
|
2023
Q4 | $339K | Hold |
3,718
| – | – | 0.25% | 23 |
|
|
2023
Q3 | $294K | Buy |
3,718
+459
| +14% | +$36.3K | 0.21% | 24 |
|
|
2023
Q2 | $282K | Sell |
3,259
-172
| -5% | -$14.9K | 0.24% | 21 |
|
|
2023
Q1 | $268K | Sell |
3,431
-596
| -15% | -$46.5K | 0.27% | 19 |
|
|
2022
Q4 | $289K | Buy |
4,027
+402
| +11% | +$28.9K | 0.26% | 27 |
|
|
2022
Q3 | $242K | Sell |
3,625
-18
| -0.5% | -$1.2K | 0.25% | 20 |
|
|
2022
Q2 | $264K | Buy |
+3,643
| New | +$264K | 0.26% | 19 |
|