Carson Wealth (CWM LLC)’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 | $9.14M | Sell |
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|
2025
Q2 | $8.81M | Sell |
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|
2025
Q1 | $7.79M | Buy |
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|
2024
Q4 | $8.27M | Sell |
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|
2024
Q3 | $9.9M | Sell |
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|
2024
Q2 | $13.2M | Sell |
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|
2024
Q1 | $15.6M | Sell |
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|
2023
Q4 | $15.6M | Buy |
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|
2023
Q3 | $6.35M | Buy |
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|
2023
Q2 | $6.5M | Sell |
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|
2023
Q1 | $6.22M | Sell |
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|
2022
Q4 | $10.3M | Sell |
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|
2022
Q3 | $11M | Sell |
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|
2022
Q2 | $11.9M | Sell |
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|
2022
Q1 | $16.6M | Buy |
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|
2021
Q4 | $5.56M | Buy |
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|
2021
Q2 | $29.1M | Hold |
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|
2021
Q1 | $29.1M | Hold |
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|
2020
Q4 | $29.1M | Sell |
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|
2020
Q3 | $29.1M | Hold |
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|
2020
Q2 | $29.1M | Hold |
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|
2020
Q1 | $29.1M | Hold |
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|
2019
Q4 | $29.1M | Hold |
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|
2019
Q3 | $29.1M | Hold |
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|
2019
Q2 | $29.1M | Hold |
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|
2019
Q1 | $29.1M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $146K | Hold |
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|
2017
Q2 | $141K | Buy |
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