DOHJ LLC’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 | $3.03M | Sell |
30,860
-19,138
| -38% | -$1.88M | 0.88% | 34 |
|
|
2025
Q1 | $5.12M | Buy |
49,998
+115
| +0.2% | +$11.8K | 1.17% | 21 |
|
|
2024
Q4 | $5.5M | Buy |
49,883
+151
| +0.3% | +$16.6K | 1.27% | 19 |
|
|
2024
Q3 | $5.35M | Buy |
49,732
+1,939
| +4% | +$208K | 1.25% | 19 |
|
|
2024
Q2 | $4.96M | Buy |
47,793
+42
| +0.1% | +$4.36K | 1.24% | 21 |
|
|
2024
Q1 | $4.81M | Sell |
47,751
-4,717
| -9% | -$476K | 1.28% | 21 |
|
|
2023
Q4 | $4.78M | Buy |
52,468
+16,359
| +45% | +$1.49M | 1.41% | 17 |
|
|
2023
Q3 | $2.94M | Sell |
36,109
-2,503
| -6% | -$204K | 1.31% | 20 |
|
|
2023
Q2 | $3.25M | Buy |
38,612
+12,931
| +50% | +$1.09M | 1.39% | 20 |
|
|
2023
Q1 | $2M | Sell |
25,681
-1,390
| -5% | -$108K | 1.01% | 31 |
|
|
2022
Q4 | $1.94M | Buy |
+27,071
| New | +$1.94M | 1.09% | 30 |
|