Hanson & Doremus Investment Management’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 | $20K | Hold |
171
| – | – | ﹤0.01% | 394 |
|
|
2025
Q1 | $18K | Hold |
171
| – | – | ﹤0.01% | 397 |
|
|
2024
Q4 | $19K | Buy |
171
+116
| +211% | +$12.9K | ﹤0.01% | 372 |
|
|
2024
Q3 | $6K | Hold |
55
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $6K | Hold |
55
| – | – | ﹤0.01% | 432 |
|
|
2024
Q1 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 431 |
|
|
2015
Q2 | – | Sell |
-1,710
| Closed | -$66K | – | 447 |
|
|
2015
Q1 | $66K | Hold |
1,710
| – | – | 0.03% | 241 |
|
|
2014
Q4 | $65K | Buy |
+1,710
| New | +$65K | 0.03% | 243 |
|