Heritage Wealth Advisors’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 | $20.9K | Hold |
180
| – | – | ﹤0.01% | 369 |
|
|
2025
Q1 | $18.4K | Hold |
180
| – | – | ﹤0.01% | 375 |
|
|
2024
Q4 | $19.8K | Hold |
180
| – | – | ﹤0.01% | 387 |
|
|
2024
Q3 | $19.6K | Hold |
180
| – | – | ﹤0.01% | 399 |
|
|
2024
Q2 | $18.7K | Hold |
180
| – | – | ﹤0.01% | 382 |
|
|
2024
Q1 | $18.1K | Hold |
180
| – | – | ﹤0.01% | 402 |
|
|
2023
Q4 | $16.4K | Buy |
+180
| New | +$16.4K | ﹤0.01% | 420 |
|