GSA Capital 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 | – | Sell |
-4,092
| Closed | -$419K | – | 1827 |
|
2025
Q1 | $419K | Buy |
4,092
+2,136
| +109% | +$219K | 0.04% | 920 |
|
2024
Q4 | $216K | Sell |
1,956
-1,381
| -41% | -$153K | 0.02% | 1376 |
|
2024
Q3 | $363K | Sell |
3,337
-985
| -23% | -$107K | 0.03% | 1128 |
|
2024
Q2 | $449K | Buy |
+4,322
| New | +$449K | 0.03% | 1038 |
|
2023
Q3 | – | Sell |
-3,082
| Closed | -$259K | – | 1586 |
|
2023
Q2 | $259K | Buy |
+3,082
| New | +$259K | 0.03% | 1131 |
|