Halter Ferguson Financial’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 | $831K | Buy |
7,152
+83
| +1% | +$9.64K | 0.29% | 19 |
|
|
2025
Q1 | $724K | Sell |
7,069
-168
| -2% | -$17.2K | 0.37% | 18 |
|
|
2024
Q4 | $798K | Buy |
7,237
+26
| +0.4% | +$2.87K | 0.33% | 19 |
|
|
2024
Q3 | $784K | Buy |
7,211
+652
| +10% | +$70.9K | 0.42% | 21 |
|
|
2024
Q2 | $681K | Buy |
6,559
+2,135
| +48% | +$222K | 0.48% | 20 |
|
|
2024
Q1 | $446K | Buy |
4,424
+179
| +4% | +$18K | 0.35% | 20 |
|
|
2023
Q4 | $387K | Buy |
+4,245
| New | +$387K | 0.25% | 23 |
|