Coppell Advisory Solutions’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
Q1 | – | Sell |
-1,068
| Closed | -$118K | – | 735 |
|
|
2024
Q4 | $118K | Hold |
1,068
| – | – | 0.02% | 389 |
|
|
2024
Q3 | $116K | Hold |
1,068
| – | – | 0.02% | 369 |
|
|
2024
Q2 | $111K | Buy |
+1,068
| New | +$111K | 0.02% | 355 |
|
|
2023
Q4 | $98.5K | Buy |
1,082
+476
| +79% | +$43.3K | 0.02% | 367 |
|
|
2023
Q3 | $43.5K | Sell |
606
-198
| -25% | -$14.2K | 0.02% | 366 |
|
|
2023
Q2 | $66.9K | Buy |
+804
| New | +$66.9K | 0.02% | 311 |
|
|
2023
Q1 | – | Sell |
-606
| Closed | -$43.5K | – | 435 |
|
|
2022
Q4 | $43.5K | Buy |
+606
| New | +$43.5K | 0.01% | 368 |
|