Clear Harbor Asset Management’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 | $1.53M | Sell |
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|
2025
Q2 | $1.41M | Hold |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.31M | Hold |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $948K | Buy |
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|
2023
Q3 | $846K | Hold |
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|
2023
Q2 | $875K | Buy |
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|
2023
Q1 | $765K | Buy |
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|
2022
Q4 | $652K | Buy |
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|
2022
Q3 | $608K | Hold |
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|
2022
Q2 | $652K | Buy |
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|
2022
Q1 | $740K | Buy |
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|
2021
Q4 | $629K | Sell |
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|
2021
Q3 | $571K | Buy |
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