Hengehold Capital 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 | $490K | Hold |
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|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $428K | Hold |
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|
2024
Q4 | $461K | Hold |
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|
2024
Q3 | $454K | Hold |
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|
2024
Q2 | $434K | Hold |
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|
2024
Q1 | $421K | Hold |
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|
2023
Q4 | $380K | Hold |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $352K | Hold |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $289K | Hold |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $300K | Hold |
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|
2021
Q2 | $298K | Hold |
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|
2021
Q1 | $275K | Buy |
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