Elevation Wealth Partners’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 | $17.4K | Hold |
150
| – | – | 0.01% | 328 |
|
|
2025
Q1 | $15.4K | Hold |
150
| – | – | 0.01% | 333 |
|
|
2024
Q4 | $16.5K | Hold |
150
| – | – | 0.01% | 327 |
|
|
2024
Q3 | $16.3K | Hold |
150
| – | – | 0.01% | 316 |
|
|
2024
Q2 | $15.6K | Hold |
150
| – | – | 0.01% | 308 |
|
|
2024
Q1 | $15.1K | Hold |
150
| – | – | 0.01% | 318 |
|
|
2023
Q4 | $12.2K | Buy |
+150
| New | +$12.2K | 0.01% | 315 |
|