Continuum Advisory’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 | $1.5M | Sell |
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|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $930K | Buy |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $208K | Sell |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $223K | Buy |
|