Horst & Graben Wealth 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 | $3.76M | Buy |
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|
2025
Q2 | $3.46M | Sell |
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|
2025
Q1 | $3.2M | Sell |
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|
2024
Q4 | $3.67M | Buy |
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|
2024
Q3 | $3.6M | Sell |
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|
2024
Q2 | $3.73M | Buy |
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|
2024
Q1 | $3.62M | Buy |
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|
2023
Q4 | $3.04M | Buy |
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|
2023
Q3 | $2.49M | Sell |
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|
2023
Q2 | $2.78M | Sell |
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|
2023
Q1 | $2.6M | Sell |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $2.34M | Buy |
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|
2022
Q1 | $650K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $654K | Sell |
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|
2021
Q1 | $927K | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $851K | Buy |
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