J.W. Burns & Co’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 | $365K | Hold |
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|
2025
Q2 | $337K | Buy |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $322K | Sell |
|
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|
2024
Q3 | $331K | Hold |
|
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|
2024
Q2 | $316K | Hold |
|
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $256K | Hold |
|
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $264K | Hold |
|
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $218K | Buy |
|