Heck Capital Advisors’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 | $463K | Sell |
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|
2025
Q2 | $428K | Buy |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $887K | Sell |
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|
2024
Q3 | $885K | Sell |
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|
2024
Q2 | $906K | Buy |
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|
2024
Q1 | $851K | Sell |
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|
2023
Q4 | $773K | Sell |
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|
2023
Q3 | $705K | Buy |
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|
2023
Q2 | $684K | Sell |
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|
2023
Q1 | $638K | Buy |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $611K | Buy |
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|
2022
Q2 | $643K | Sell |
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|
2022
Q1 | $865K | Sell |
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|
2021
Q4 | $981K | Buy |
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|
2021
Q3 | $840K | Buy |
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|
2021
Q2 | $815K | Sell |
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|
2021
Q1 | $760K | Buy |
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|
2020
Q4 | $481K | Buy |
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|
2020
Q3 | $236K | Buy |
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|
2020
Q2 | $214K | Buy |
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|
2020
Q1 | $167K | Sell |
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|
2019
Q4 | $230K | Buy |
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|
2019
Q3 | $200K | Sell |
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|
2019
Q2 | $330K | Buy |
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|
2019
Q1 | $299K | Buy |
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|
2018
Q4 | $212K | Hold |
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|
2018
Q3 | $244K | Hold |
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|
2018
Q2 | $231K | Buy |
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|
2018
Q1 | $126K | Buy |
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|
2017
Q4 | $51.4K | Buy |
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|
2017
Q3 | $13.3K | Buy |
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