Global Retirement Partners’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
Q3 | $145K | Sell |
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|
2025
Q2 | $168K | Buy |
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|
2024
Q4 | $246K | Buy |
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|
2024
Q3 | $242K | Buy |
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|
2024
Q2 | $187K | Buy |
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|
2024
Q1 | $153K | Buy |
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|
2023
Q4 | $109K | Hold |
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|
2023
Q3 | $96.6K | Hold |
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|
2023
Q2 | $100K | Hold |
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|
2023
Q1 | $91.6K | Sell |
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|
2022
Q4 | $96.1K | Buy |
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|
2022
Q3 | $96K | Buy |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $81K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $77K | Hold |
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|
2021
Q2 | $77K | Sell |
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|
2021
Q1 | $88K | Buy |
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|
2020
Q4 | $81K | Hold |
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|
2020
Q3 | $73K | Sell |
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|
2020
Q2 | $75K | Sell |
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|
2020
Q1 | $109K | Buy |
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|
2019
Q4 | $119K | Hold |
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|
2019
Q3 | $110K | Buy |
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|
2019
Q2 | $59K | Hold |
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|
2019
Q1 | $57K | Sell |
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|
2018
Q4 | $592K | Buy |
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|
2018
Q3 | $95K | Buy |
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|
2018
Q2 | $68K | Hold |
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|
2018
Q1 | $66K | Buy |
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|
2017
Q4 | $42K | Hold |
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|
2017
Q3 | $38K | Sell |
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|
2017
Q2 | $56K | Hold |
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|
2017
Q1 | $55K | Hold |
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|
2016
Q4 | $52K | Buy |
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