JFS Wealth Advisors’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 | $201K | Sell |
1,731
-119
| -6% | -$13.8K | 0.01% | 302 |
|
|
2025
Q1 | $189K | Buy |
1,850
+86
| +5% | +$8.81K | 0.01% | 309 |
|
|
2024
Q4 | $194K | Buy |
1,764
+85
| +5% | +$9.37K | 0.01% | 291 |
|
|
2024
Q3 | $183K | Sell |
1,679
-299
| -15% | -$32.5K | 0.01% | 298 |
|
|
2024
Q2 | $205K | Buy |
1,978
+89
| +5% | +$9.24K | 0.02% | 242 |
|
|
2024
Q1 | $190K | Sell |
1,889
-155
| -8% | -$15.6K | 0.02% | 246 |
|
|
2023
Q4 | $186K | Buy |
+2,044
| New | +$186K | 0.02% | 243 |
|