Golden State Wealth Management’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 | $751K | Sell |
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|
2025
Q2 | $699K | Sell |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $749K | Buy |
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|
2022
Q1 | $396K | Buy |
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|
2021
Q4 | $424K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $296K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $95K | Buy |
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|
2019
Q2 | $92K | Buy |
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|
2019
Q1 | $65K | Buy |
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