GWP
Gateway Wealth Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
2,592
+34
| +1% | +$3.95K | 0.06% | 277 |
|
|
2025
Q1 | $262K | Buy |
2,558
+332
| +15% | +$34K | 0.06% | 267 |
|
|
2024
Q4 | $245K | Sell |
2,226
-443
| -17% | -$48.8K | 0.06% | 258 |
|
|
2024
Q3 | $290K | Sell |
2,669
-277
| -9% | -$30.1K | 0.08% | 217 |
|
|
2024
Q2 | $306K | Buy |
2,946
+296
| +11% | +$30.7K | 0.09% | 200 |
|
|
2024
Q1 | $267K | Sell |
2,650
-197
| -7% | -$19.9K | 0.1% | 188 |
|
|
2023
Q4 | $259K | Buy |
2,847
+359
| +14% | +$32.7K | 0.1% | 174 |
|
|
2023
Q3 | $203K | Buy |
+2,488
| New | +$203K | 0.04% | 254 |
|