Kingswood 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 | $1.04M | Buy |
8,954
+162
| +2% | +$18.8K | 0.08% | 258 |
|
|
2025
Q1 | $900K | Buy |
8,792
+18
| +0.2% | +$1.84K | 0.08% | 270 |
|
|
2024
Q4 | $967K | Sell |
8,774
-903
| -9% | -$99.6K | 0.07% | 279 |
|
|
2024
Q3 | $1.05M | Buy |
9,677
+1,059
| +12% | +$115K | 0.08% | 280 |
|
|
2024
Q2 | $895K | Buy |
8,618
+157
| +2% | +$16.3K | 0.08% | 256 |
|
|
2024
Q1 | $853K | Hold |
8,461
| – | – | 0.1% | 233 |
|
|
2023
Q4 | $770K | Buy |
+8,461
| New | +$770K | 0.09% | 247 |
|