Cornerstone Planning Group’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 | $15.7K | Sell |
131
-137
| -51% | -$16.4K | ﹤0.01% | 467 |
|
|
2025
Q1 | $26.3K | Buy |
+268
| New | +$26.3K | 0.01% | 354 |
|
|
2023
Q4 | – | Sell |
-56
| Closed | -$4.56K | – | 980 |
|
|
2023
Q3 | $4.56K | Sell |
56
-57
| -50% | -$4.64K | ﹤0.01% | 541 |
|
|
2023
Q2 | $9.51K | Buy |
+113
| New | +$9.51K | ﹤0.01% | 686 |
|
|
2022
Q4 | $147K | Buy |
+2,015
| New | +$147K | 0.06% | 121 |
|