Buttonwood Financial Group’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 | $560K | Buy |
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|
2025
Q2 | $513K | Sell |
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|
2025
Q1 | $446K | Buy |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $528K | Sell |
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $339K | Hold |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $264K | Buy |
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