GPS Wealth Strategies Group’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 | $273K | Buy |
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|
2025
Q1 | $240K | Buy |
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|
2024
Q4 | $259K | Buy |
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|
2024
Q3 | $255K | Buy |
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|
2024
Q2 | $243K | Buy |
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|
2024
Q1 | $205K | Hold |
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|
2023
Q4 | $185K | Buy |
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|
2023
Q3 | $162K | Hold |
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|
2023
Q2 | $168K | Sell |
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|
2023
Q1 | $179K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $132K | Buy |
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|
2022
Q2 | $142K | Buy |
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|
2022
Q1 | $170K | Buy |
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|
2021
Q4 | $79K | Buy |
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|
2021
Q3 | $68K | Buy |
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|
2021
Q2 | $66K | Buy |
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|
2021
Q1 | $60K | Buy |
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