Guardian Wealth Advisors (North Carolina)’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 | $116K | Sell |
1,002
-24
| -2% | -$2.79K | 0.01% | 358 |
|
|
2025
Q1 | $105K | Buy |
1,026
+13
| +1% | +$1.33K | 0.01% | 344 |
|
|
2024
Q4 | $112K | Buy |
1,013
+433
| +75% | +$47.7K | 0.01% | 333 |
|
|
2024
Q3 | $63.1K | Hold |
580
| – | – | 0.01% | 302 |
|
|
2024
Q2 | $60.2K | Hold |
580
| – | – | 0.01% | 292 |
|
|
2024
Q1 | $58.5K | Hold |
580
| – | – | 0.01% | 311 |
|
|
2023
Q4 | $52.8K | Hold |
580
| – | – | 0.01% | 302 |
|
|
2023
Q3 | $47.4K | Sell |
580
-34
| -6% | -$2.78K | 0.01% | 296 |
|
|
2023
Q2 | $51.7K | Sell |
614
-7
| -1% | -$589 | 0.01% | 280 |
|
|
2023
Q1 | $48.4K | Buy |
621
+7
| +1% | +$546 | 0.01% | 272 |
|
|
2022
Q4 | $44.1K | Hold |
614
| – | – | 0.01% | 261 |
|
|
2022
Q3 | $41K | Hold |
614
| – | – | 0.01% | 240 |
|
|
2022
Q2 | $44K | Buy |
+614
| New | +$44K | 0.01% | 235 |
|