Goldstein 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
Q2 | $355K | Sell |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $212K | Buy |
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