D.J. St. Germain’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 | $6.35M | Buy |
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|
2025
Q2 | $5.76M | Buy |
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|
2025
Q1 | $4.94M | Buy |
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|
2024
Q4 | $4.65M | Buy |
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|
2024
Q3 | $4.05M | Sell |
|
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|
2024
Q2 | $3.9M | Buy |
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|
2024
Q1 | $3.41M | Buy |
|
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|
2023
Q4 | $2.99M | Buy |
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|
2023
Q3 | $2.35M | Buy |
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|
2023
Q2 | $2.33M | Buy |
|
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.17M | Hold |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.33M | Buy |
|
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $766K | Hold |
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|
2021
Q1 | $706K | Buy |
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|
2020
Q4 | $328K | Buy |
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|
2020
Q3 | $213K | Buy |
|