GGM Wealth Advisors’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
Q1 | $1.47M | Hold |
14,538
| – | – | 0.82% | 35 |
|
|
2024
Q4 | $1.6M | Hold |
14,538
| – | – | 0.84% | 36 |
|
|
2024
Q3 | $1.58M | Buy |
14,538
+3,075
| +27% | +$335K | 0.68% | 37 |
|
|
2024
Q2 | $1.19M | Buy |
11,463
+4,035
| +54% | +$419K | 0.54% | 43 |
|
|
2024
Q1 | $740K | Buy |
7,428
+3,865
| +108% | +$385K | 0.34% | 57 |
|
|
2023
Q4 | $334K | Buy |
3,563
+330
| +10% | +$30.9K | 0.14% | 107 |
|
|
2023
Q3 | $264K | Hold |
3,233
| – | – | 0.11% | 119 |
|
|
2023
Q2 | $272K | Buy |
+3,233
| New | +$272K | 0.11% | 121 |
|
|
2023
Q1 | – | Sell |
-3,233
| Closed | -$235K | – | 81 |
|
|
2022
Q4 | $235K | Hold |
3,233
| – | – | 0.12% | 120 |
|
|
2022
Q3 | $230K | Hold |
3,233
| – | – | 0.12% | 121 |
|
|
2022
Q2 | $234K | Buy |
+3,233
| New | +$234K | 0.13% | 117 |
|