Gen-Wealth Partners’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 | $343K | Sell |
2,956
-103
| -3% | -$12K | 0.13% | 165 |
|
|
2025
Q1 | $313K | Sell |
3,059
-120
| -4% | -$12.3K | 0.13% | 163 |
|
|
2024
Q4 | $350K | Sell |
3,179
-739
| -19% | -$81.5K | 0.15% | 149 |
|
|
2024
Q3 | $432K | Buy |
3,918
+308
| +9% | +$34K | 0.19% | 146 |
|
|
2024
Q2 | $375K | Buy |
3,610
+103
| +3% | +$10.7K | 0.18% | 143 |
|
|
2024
Q1 | $354K | Buy |
+3,507
| New | +$354K | 0.18% | 132 |
|