Harbour Investments’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 | $948K | Sell |
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|
2025
Q2 | $874K | Buy |
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|
2025
Q1 | $746K | Buy |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $788K | Sell |
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|
2024
Q2 | $778K | Sell |
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|
2024
Q1 | $788K | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $736K | Sell |
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|
2023
Q2 | $799K | Buy |
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|
2023
Q1 | $546K | Buy |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $553K | Hold |
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|
2022
Q2 | $553K | Buy |
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|
2021
Q4 | $652K | Sell |
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|
2021
Q3 | $914K | Sell |
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|
2021
Q2 | $989K | Buy |
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|
2021
Q1 | $876K | Buy |
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