Colonial Trust 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 | $63K | Hold |
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|
2025
Q2 | $58.1K | Hold |
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|
2025
Q1 | $51.2K | Hold |
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|
2024
Q4 | $55.1K | Hold |
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|
2024
Q3 | $54.4K | Hold |
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|
2024
Q2 | $51.9K | Hold |
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|
2024
Q1 | $50.4K | Hold |
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|
2023
Q4 | $45.5K | Hold |
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|
2023
Q3 | $40.7K | Hold |
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|
2023
Q2 | $42.1K | Hold |
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|
2023
Q1 | $39K | Hold |
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|
2022
Q4 | $35.9K | Buy |
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