Concord Wealth Partners’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 | $488K | Sell |
|
|||||
|
2025
Q2 | $518K | Sell |
|
|||||
|
2025
Q1 | $477K | Sell |
|
|||||
|
2024
Q4 | $668K | Sell |
|
|||||
|
2024
Q3 | $793K | Sell |
|
|||||
|
2024
Q2 | $1.55M | Sell |
|
|||||
|
2024
Q1 | $2.15M | Sell |
|
|||||
|
2023
Q4 | $2.48M | Sell |
|
|||||
|
2023
Q3 | $2.77M | Sell |
|
|||||
|
2023
Q2 | $3.45M | Buy |
|
|||||
|
2023
Q1 | $3.05M | Sell |
|
|||||
|
2022
Q4 | $2.84M | Buy |
|
|||||
|
2022
Q3 | $2.55M | Buy |
|
|||||
|
2022
Q2 | $2.71M | Buy |
|
|||||
|
2022
Q1 | $2.94M | Buy |
|
|||||
|
2021
Q4 | $2.73M | Buy |
|
|||||
|
2021
Q3 | $1.67M | Sell |
|
|||||
|
2021
Q2 | $1.82M | Buy |
|
|||||
|
2021
Q1 | $1.37M | Sell |
|
|||||
|
2020
Q4 | $1.38M | Buy |
|