Hoxton Planning & 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 | $444K | Buy |
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|
2025
Q2 | $390K | Sell |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $277K | Sell |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $693K | Sell |
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|
2022
Q4 | $722K | Buy |
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