Choreo 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 | $7.29M | Sell |
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|
2025
Q2 | $6.81M | Sell |
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|
2025
Q1 | $6.7M | Sell |
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|
2024
Q4 | $7.74M | Sell |
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|
2024
Q3 | $7.73M | Sell |
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|
2024
Q2 | $7.48M | Buy |
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|
2024
Q1 | $7.25M | Sell |
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|
2023
Q4 | $6.63M | Sell |
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|
2023
Q3 | $6.01M | Buy |
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|
2023
Q2 | $5.74M | Sell |
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|
2023
Q1 | $5.37M | Buy |
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