GGM Wealth Advisors’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
Q1 | $1.47M | Hold |
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|
2024
Q4 | $1.6M | Hold |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $740K | Buy |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $234K | Buy |
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