Landaas & Company’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
Q3 | $410K | Buy |
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|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $387K | Buy |
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|
2024
Q4 | $416K | Buy |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q2 | $321K | Buy |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $249K | Sell |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | $234K | Buy |
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|
2020
Q4 | $219K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $175K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $170K | Buy |
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|
2017
Q3 | $159K | Buy |
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