Creative Financial Designs’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 | $100K | Sell |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $335K | Sell |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $380K | Buy |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $166K | Buy |
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|
2022
Q1 | $195K | Buy |
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|
2021
Q4 | $155K | Buy |
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|
2021
Q3 | $41K | Sell |
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|
2021
Q2 | $107K | Sell |
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|
2021
Q1 | $118K | Sell |
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|
2020
Q4 | $191K | Buy |
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|
2020
Q3 | $162K | Buy |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $14K | Sell |
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|
2019
Q2 | $16K | Buy |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $4K | Sell |
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|
2018
Q3 | $15K | Buy |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Hold |
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|
2017
Q3 | $4K | Hold |
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|
2017
Q2 | $4K | Buy |
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