Clearstead Advisors’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 | $79.2K | Hold |
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|
2025
Q2 | $73.1K | Hold |
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|
2025
Q1 | $64.4K | Hold |
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|
2024
Q4 | $69.3K | Sell |
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|
2024
Q3 | $75.3K | Hold |
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|
2024
Q2 | $71.9K | Hold |
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|
2024
Q1 | $68.6K | Sell |
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|
2023
Q4 | $169K | Sell |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $156K | Hold |
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|
2023
Q1 | $145K | Hold |
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|
2022
Q4 | $133K | Hold |
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|
2022
Q3 | $124K | Hold |
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|
2022
Q2 | $134K | Hold |
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|
2022
Q1 | $161K | Hold |
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|
2021
Q4 | $173K | Buy |
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