Laurel Wealth Planning’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 | $4.23M | Sell |
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|
2025
Q1 | $3.81M | Sell |
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|
2024
Q4 | $4.19M | Sell |
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|
2024
Q3 | $4.22M | Sell |
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|
2024
Q2 | $4.11M | Sell |
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|
2024
Q1 | $4.11M | Sell |
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|
2023
Q4 | $3.76M | Sell |
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|
2023
Q3 | $3.53M | Sell |
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|
2023
Q2 | $3.83M | Sell |
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|
2023
Q1 | $3.9M | Sell |
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|
2022
Q4 | $3.71M | Sell |
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|
2022
Q3 | $4.48M | Sell |
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|
2022
Q2 | $4.89M | Sell |
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|
2022
Q1 | $6.31M | Sell |
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|
2021
Q4 | $10.2M | Sell |
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|
2021
Q3 | $10.5M | Buy |
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|
2021
Q2 | $9.22M | Buy |
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|
2021
Q1 | $7.8M | Sell |
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|
2020
Q4 | $7.78M | Buy |
|