Cherry Tree Wealth Management’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 | $11.2K | Hold |
96
| – | – | ﹤0.01% | 398 |
|
|
2025
Q1 | $9.83K | Sell |
96
-938
| -91% | -$96.1K | ﹤0.01% | 424 |
|
|
2024
Q4 | $114K | Sell |
1,034
-316
| -23% | -$34.8K | 0.03% | 197 |
|
|
2024
Q3 | $147K | Hold |
1,350
| – | – | 0.03% | 181 |
|
|
2024
Q2 | $140K | Hold |
1,350
| – | – | 0.04% | 176 |
|
|
2024
Q1 | $136K | Hold |
1,350
| – | – | 0.03% | 180 |
|
|
2023
Q4 | $123K | Buy |
1,350
+26
| +2% | +$2.37K | 0.03% | 181 |
|
|
2023
Q3 | $108K | Hold |
1,324
| – | – | 0.03% | 180 |
|
|
2023
Q2 | $111K | Buy |
+1,324
| New | +$111K | 0.03% | 182 |
|