F.L. Putnam Investment Management’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 | $579K | Buy |
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|
2025
Q2 | $529K | Sell |
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|
2025
Q1 | $538K | Buy |
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|
2024
Q4 | $531K | Hold |
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|
2024
Q3 | $524K | Sell |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $472K | Sell |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $622K | Sell |
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|
2023
Q2 | $694K | Hold |
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|
2023
Q1 | $643K | Sell |
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|
2022
Q4 | $611K | Sell |
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|
2022
Q3 | $592K | Hold |
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|
2022
Q2 | $635K | Sell |
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|
2022
Q1 | $773K | Sell |
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|
2021
Q4 | $830K | Buy |
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|
2021
Q3 | $743K | Sell |
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|
2021
Q2 | $752K | Hold |
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|
2021
Q1 | $694K | Hold |
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|
2020
Q4 | $650K | Hold |
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|
2020
Q3 | $581K | Sell |
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|
2020
Q2 | $573K | Hold |
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|
2020
Q1 | $473K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $239K | Hold |
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|
2018
Q3 | $275K | Hold |
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|
2018
Q2 | $260K | Hold |
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|
2018
Q1 | $252K | Sell |
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|
2017
Q4 | $271K | Sell |
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|
2017
Q3 | $362K | Buy |
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|
2017
Q1 | $352K | Sell |
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|
2016
Q4 | $339K | Hold |
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|
2016
Q3 | $331K | Hold |
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|
2016
Q2 | $318K | Buy |
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|
2016
Q1 | $313K | Hold |
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|
2015
Q4 | $309K | Sell |
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|
2015
Q3 | $308K | Hold |
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|
2015
Q2 | $330K | Buy |
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|
2015
Q1 | $312K | Buy |
|