L.J. Altfest & 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
Q2 | $2.56M | Sell |
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|
2025
Q1 | $2.31M | Sell |
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|
2024
Q4 | $2.52M | Sell |
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|
2024
Q3 | $2.63M | Buy |
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|
2024
Q2 | $2.5M | Sell |
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|
2024
Q1 | $2.53M | Buy |
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|
2023
Q4 | $2.13M | Sell |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $2.38M | Buy |
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|
2022
Q4 | $2.16M | Buy |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $2.37M | Sell |
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|
2021
Q4 | $2.83M | Buy |
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|
2021
Q3 | $2.24M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $861K | Buy |
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|
2020
Q1 | $659K | Buy |
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|
2019
Q4 | $590K | Buy |
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|
2019
Q3 | $375K | Buy |
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|
2019
Q2 | $265K | Sell |
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|
2019
Q1 | $282K | Buy |
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