Creative Capital Management Investments’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 | $211K | Hold |
1,819
| – | – | 0.08% | 47 |
|
|
2025
Q1 | $186K | Hold |
1,819
| – | – | 0.07% | 50 |
|
|
2024
Q4 | $201K | Hold |
1,819
| – | – | 0.08% | 51 |
|
|
2024
Q3 | $198K | Hold |
1,819
| – | – | 0.08% | 50 |
|
|
2024
Q2 | $189K | Hold |
1,819
| – | – | 0.09% | 42 |
|
|
2024
Q1 | $183K | Hold |
1,819
| – | – | 0.09% | 42 |
|
|
2023
Q4 | $166K | Hold |
1,819
| – | – | 0.1% | 40 |
|
|
2023
Q3 | $148K | Buy |
+1,819
| New | +$148K | 0.1% | 45 |
|