Hexagon Capital Partners’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 | – | Sell |
-40
| Closed | -$4.1K | – | 511 |
|
|
2025
Q1 | $4.1K | Hold |
40
| – | – | ﹤0.01% | 1233 |
|
|
2024
Q4 | $4.41K | Hold |
40
| – | – | ﹤0.01% | 1235 |
|
|
2024
Q3 | $4.35K | Hold |
40
| – | – | ﹤0.01% | 1083 |
|
|
2024
Q2 | $4.15K | Hold |
40
| – | – | ﹤0.01% | 1035 |
|
|
2024
Q1 | $4.03K | Hold |
40
| – | – | ﹤0.01% | 1032 |
|
|
2023
Q4 | $3.64K | Hold |
40
| – | – | ﹤0.01% | 1032 |
|
|
2023
Q3 | $3.26K | Hold |
40
| – | – | ﹤0.01% | 984 |
|
|
2023
Q2 | $3.37K | Hold |
40
| – | – | ﹤0.01% | 984 |
|
|
2023
Q1 | $3.12K | Hold |
40
| – | – | ﹤0.01% | 976 |
|
|
2022
Q4 | $2.87K | Hold |
40
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 1017 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 890 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 761 |
|
|
2021
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 699 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 714 |
|
|
2021
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 678 |
|
|
2021
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 637 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 630 |
|
|
2020
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 599 |
|