Hanson & Doremus Investment Management’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
Q3
$13K Sell
2025
Q2
$20K Hold
2025
Q1
$18K Hold
2024
Q4
$19K Buy
2024
Q3
$6K Hold
2024
Q2
$6K Hold
2024
Q1
$6K Buy
2015
Q2
Sell
2015
Q1
$66K Hold
2014
Q4
$65K Buy