DHJJ Financial Advisors’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 | $112K | Buy |
960
+524
| +120% | +$60.9K | 0.04% | 235 |
|
|
2025
Q1 | $44.7K | Hold |
436
| – | – | 0.02% | 326 |
|
|
2024
Q4 | $48.1K | Hold |
436
| – | – | 0.02% | 307 |
|
|
2024
Q3 | $47.4K | Hold |
436
| – | – | 0.02% | 308 |
|
|
2024
Q2 | $45.3K | Hold |
436
| – | – | 0.02% | 284 |
|
|
2024
Q1 | $44K | Hold |
436
| – | – | 0.02% | 278 |
|
|
2023
Q4 | $39.7K | Hold |
436
| – | – | 0.02% | 282 |
|
|
2023
Q3 | $35.5K | Buy |
+436
| New | +$35.5K | 0.02% | 285 |
|