HRT Financial’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 | $331K | Buy |
2,853
+425
| +18% | +$49.3K | ﹤0.01% | 1530 |
|
|
2025
Q1 | $248K | Buy |
+2,428
| New | +$248K | ﹤0.01% | 1668 |
|
|
2023
Q2 | – | Sell |
-32,654
| Closed | -$2.55M | – | 2431 |
|
|
2023
Q1 | $2.55M | Buy |
32,654
+18,352
| +128% | +$1.43M | 0.03% | 465 |
|
|
2022
Q4 | $1.03M | Sell |
14,302
-3,577
| -20% | -$257K | 0.01% | 883 |
|
|
2022
Q3 | $1.2M | Buy |
17,879
+14,422
| +417% | +$966K | 0.01% | 781 |
|
|
2022
Q2 | $248K | Buy |
+3,457
| New | +$248K | ﹤0.01% | 2076 |
|
|
2022
Q1 | – | Sell |
-35,272
| Closed | -$3.28M | – | 2976 |
|
|
2021
Q4 | $3.28M | Buy |
+35,272
| New | +$3.28M | 0.02% | 391 |
|