Gould Asset 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 | $845K | Buy |
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|
2025
Q2 | $602K | Buy |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $566K | Buy |
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|
2024
Q3 | $479K | Buy |
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|
2024
Q2 | $451K | Sell |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $404K | Hold |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $362K | Buy |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $301K | Hold |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $272K | Sell |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $210K | Sell |
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|
2019
Q4 | $384K | Hold |
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|
2019
Q3 | $355K | Sell |
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|
2019
Q2 | $360K | Buy |
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|
2019
Q1 | $274K | Hold |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $253K | Buy |
|