Consolidated Portfolio Review Corp’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
8,642
-385
| -4% | -$44.7K | 0.14% | 166 |
|
|
2025
Q1 | $924K | Buy |
9,027
+75
| +0.8% | +$7.68K | 0.15% | 158 |
|
|
2024
Q4 | $987K | Buy |
8,952
+704
| +9% | +$77.6K | 0.16% | 152 |
|
|
2024
Q3 | $897K | Buy |
8,248
+259
| +3% | +$28.2K | 0.2% | 131 |
|
|
2024
Q2 | $830K | Buy |
7,989
+714
| +10% | +$74.1K | 0.19% | 137 |
|
|
2024
Q1 | $733K | Sell |
7,275
-10
| -0.1% | -$1.01K | 0.19% | 126 |
|
|
2023
Q4 | $663K | Buy |
7,285
+2,335
| +47% | +$213K | 0.15% | 145 |
|
|
2023
Q3 | $403K | Buy |
4,950
+61
| +1% | +$4.97K | 0.1% | 196 |
|
|
2023
Q2 | $412K | Buy |
4,889
+54
| +1% | +$4.55K | 0.1% | 189 |
|
|
2023
Q1 | $377K | Buy |
+4,835
| New | +$377K | 0.1% | 185 |
|