Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $18.3K | Buy |
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|
2024
Q4 | $19.1K | Sell |
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2024
Q3 | $19.6K | Sell |
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|
2024
Q2 | $21.6K | Buy |
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|
2024
Q1 | $20.5K | Sell |
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|
2023
Q4 | $18.7K | Buy |
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|
2023
Q3 | $15.6K | Hold |
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|
2023
Q2 | $16.1K | Sell |
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|
2023
Q1 | $15.8K | Hold |
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|
2022
Q4 | $14.6K | Hold |
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|
2022
Q3 | $13.9K | Buy |
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|
2022
Q2 | $9.78K | Hold |
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|
2022
Q1 | $11.7K | Buy |
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|
2021
Q4 | $3.81K | Hold |
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|
2021
Q3 | $3.46K | Sell |
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|
2021
Q2 | $10.7K | Buy |
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|
2021
Q1 | $7.42K | Buy |
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