CVA Family Office’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 | $18.4K | Hold |
158
| – | – | ﹤0.01% | 708 |
|
|
2025
Q1 | $16.2K | Hold |
158
| – | – | ﹤0.01% | 718 |
|
|
2024
Q4 | $17.4K | Hold |
158
| – | – | ﹤0.01% | 699 |
|
|
2024
Q3 | $17.2K | Hold |
158
| – | – | ﹤0.01% | 680 |
|
|
2024
Q2 | $16.4K | Hold |
158
| – | – | ﹤0.01% | 670 |
|
|
2024
Q1 | $15.9K | Hold |
158
| – | – | ﹤0.01% | 683 |
|
|
2023
Q4 | $14.4K | Buy |
+158
| New | +$14.4K | ﹤0.01% | 672 |
|
|
2023
Q3 | – | Sell |
-158
| Closed | -$13.3K | – | 425 |
|
|
2023
Q2 | $13.3K | Hold |
158
| – | – | ﹤0.01% | 681 |
|
|
2023
Q1 | $12.3K | Hold |
158
| – | – | ﹤0.01% | 661 |
|
|
2022
Q4 | $11.3K | Buy |
+158
| New | +$11.3K | ﹤0.01% | 643 |
|