DDFG Inc’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
Q1 | – | Sell |
-2,471
| Closed | -$272K | – | 77 |
|
|
2024
Q4 | $272K | Sell |
2,471
-183
| -7% | -$20.2K | 0.08% | 67 |
|
|
2024
Q3 | $289K | Sell |
2,654
-21
| -0.8% | -$2.28K | 0.08% | 63 |
|
|
2024
Q2 | $278K | Sell |
2,675
-271
| -9% | -$28.1K | 0.09% | 63 |
|
|
2024
Q1 | $297K | Sell |
2,946
-301
| -9% | -$30.3K | 0.09% | 60 |
|
|
2023
Q4 | $296K | Buy |
3,247
+58
| +2% | +$5.28K | 0.1% | 58 |
|
|
2023
Q3 | $260K | Buy |
3,189
+292
| +10% | +$23.8K | 0.1% | 60 |
|
|
2023
Q2 | $244K | Hold |
2,897
| – | – | 0.09% | 61 |
|
|
2023
Q1 | $226K | Sell |
2,897
-91
| -3% | -$7.1K | 0.09% | 63 |
|
|
2022
Q4 | $214K | Buy |
+2,988
| New | +$214K | 0.09% | 65 |
|