Firestone Capital 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 | $240K | Hold |
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|
2025
Q2 | $221K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $210K | Hold |
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|
2024
Q3 | $207K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Sell |
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|
2021
Q3 | $195K | Hold |
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|
2021
Q2 | $195K | Hold |
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|
2021
Q1 | $180K | Hold |
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|
2020
Q4 | $169K | Hold |
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|
2020
Q3 | $151K | Hold |
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|
2020
Q2 | $139K | Hold |
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|
2020
Q1 | $115K | Hold |
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|
2019
Q4 | $142K | Buy |
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