Hilltop 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 | $521K | Buy |
4,485
+841
| +23% | +$97.7K | 0.16% | 71 |
|
|
2025
Q1 | $373K | Sell |
3,644
-520
| -12% | -$53.3K | 0.13% | 76 |
|
|
2024
Q4 | $459K | Hold |
4,164
| – | – | 0.16% | 71 |
|
|
2024
Q3 | $453K | Buy |
4,164
+442
| +12% | +$48.1K | 0.15% | 71 |
|
|
2024
Q2 | $387K | Buy |
3,722
+470
| +14% | +$48.8K | 0.14% | 70 |
|
|
2024
Q1 | $328K | Buy |
+3,252
| New | +$328K | 0.12% | 78 |
|