Golden State Equity 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 | $210K | Sell |
1,804
-4,068
| -69% | -$472K | 0.04% | 407 |
|
|
2025
Q1 | $601K | Buy |
5,872
+1,128
| +24% | +$116K | 0.12% | 211 |
|
|
2024
Q4 | $523K | Buy |
4,744
+4,164
| +718% | +$459K | 0.1% | 227 |
|
|
2024
Q3 | $63.1K | Sell |
580
-4,134
| -88% | -$450K | 0.03% | 350 |
|
|
2024
Q2 | $489K | Buy |
+4,714
| New | +$489K | 0.1% | 222 |
|
|
2023
Q4 | $280K | Buy |
+3,075
| New | +$280K | 0.07% | 296 |
|
|
2021
Q4 | – | Sell |
-4,517
| Closed | -$376K | – | 199 |
|
|
2021
Q3 | $376K | Sell |
4,517
-180
| -4% | -$15K | 0.15% | 135 |
|
|
2021
Q2 | $389K | Buy |
+4,697
| New | +$389K | 0.15% | 146 |
|