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Kennebec Savings Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kennebec Savings Bank’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22K Buy
189
+28
+17% +$3.25K 0.02% 188
2025
Q1 		$16.5K Hold
161
– – 0.02% 194
2024
Q4 		$17.6K Hold
161
– – 0.02% 194
2024
Q3 		$17.5K Buy
+161
New +$17.5K 0.02% 204