Founders Capital Management (Texas)’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
Q2
$10.3K Hold
2025
Q1
$9.11K Hold
2024
Q4
$9.81K Hold
2024
Q3
$9.68K Hold
2024
Q2
$9.24K Buy