FAS Wealth Partners’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 | $68.6K | Buy |
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|
2025
Q2 | $63.1K | Buy |
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|
2025
Q1 | $55.5K | Sell |
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|
2024
Q4 | $61K | Buy |
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|
2024
Q3 | $59.8K | Buy |
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|
2024
Q2 | $56.9K | Sell |
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|
2024
Q1 | $55.3K | Buy |
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|
2023
Q4 | $41K | Buy |
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|
2023
Q3 | $30.1K | Hold |
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|
2023
Q2 | $31.1K | Sell |
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|
2023
Q1 | $79.3K | Sell |
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|
2022
Q4 | $74.2K | Sell |
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|
2022
Q3 | $159K | Sell |
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|
2022
Q2 | $174K | Sell |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $227K | Sell |
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|
2021
Q3 | $235K | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $149K | Buy |
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|
2020
Q4 | $136K | Buy |
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|
2020
Q3 | $121K | Buy |
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|
2020
Q2 | $111K | Sell |
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|
2020
Q1 | $97K | Hold |
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|
2019
Q4 | $120K | Buy |
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