Castleview Partners’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
Q1 | – | Sell |
-443
| Closed | -$48.7K | – | 279 |
|
|
2024
Q4 | $48.7K | Hold |
443
| – | – | 0.03% | 342 |
|
|
2024
Q3 | $48.2K | Buy |
443
+2
| +0.5% | +$217 | 0.03% | 325 |
|
|
2024
Q2 | $45.8K | Buy |
441
+1
| +0.2% | +$104 | 0.03% | 339 |
|
|
2024
Q1 | $44.4K | Buy |
440
+1
| +0.2% | +$101 | 0.02% | 366 |
|
|
2023
Q4 | $40K | Buy |
+439
| New | +$40K | 0.03% | 349 |
|