Firestone Capital Management’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 | $221K | Buy |
+1,906
| New | +$221K | 0.05% | 148 |
|
|
2025
Q1 | – | Sell |
-1,906
| Closed | -$210K | – | 152 |
|
|
2024
Q4 | $210K | Hold |
1,906
| – | – | 0.05% | 148 |
|
|
2024
Q3 | $207K | Buy |
+1,906
| New | +$207K | 0.05% | 148 |
|
|
2022
Q1 | – | Sell |
-2,256
| Closed | -$210K | – | 123 |
|
|
2021
Q4 | $210K | Sell |
2,256
-100
| -4% | -$9.31K | 0.07% | 117 |
|
|
2021
Q3 | $195K | Hold |
2,356
| – | – | 0.06% | 120 |
|
|
2021
Q2 | $195K | Hold |
2,356
| – | – | 0.07% | 117 |
|
|
2021
Q1 | $180K | Hold |
2,356
| – | – | 0.06% | 116 |
|
|
2020
Q4 | $169K | Hold |
2,356
| – | – | 0.06% | 115 |
|
|
2020
Q3 | $151K | Hold |
2,356
| – | – | 0.07% | 107 |
|
|
2020
Q2 | $139K | Hold |
2,356
| – | – | 0.06% | 105 |
|
|
2020
Q1 | $115K | Hold |
2,356
| – | – | 0.06% | 116 |
|
|
2019
Q4 | $142K | Buy |
+2,356
| New | +$142K | 0.06% | 122 |
|