Journey Strategic Wealth’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 | $412K | Sell |
3,549
-488
| -12% | -$56.7K | 0.01% | 338 |
|
|
2025
Q1 | $413K | Sell |
4,037
-4
| -0.1% | -$410 | 0.01% | 267 |
|
|
2024
Q4 | $446K | Sell |
4,041
-213
| -5% | -$23.5K | 0.02% | 242 |
|
|
2024
Q3 | $463K | Sell |
4,254
-146
| -3% | -$15.9K | 0.02% | 232 |
|
|
2024
Q2 | $457K | Buy |
4,400
+1,290
| +41% | +$134K | 0.02% | 177 |
|
|
2024
Q1 | $314K | Buy |
+3,110
| New | +$314K | 0.01% | 179 |
|