Laurie J. Hall Trustee’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 | $389K | Buy |
+3,350
| New | +$389K | 0.13% | 88 |
|
|
2025
Q1 | – | Sell |
-150
| Closed | -$17K | – | 148 |
|
|
2024
Q4 | $17K | Sell |
150
-100
| -40% | -$11.3K | 0.01% | 219 |
|
|
2024
Q3 | $27K | Sell |
250
-100
| -29% | -$10.8K | 0.01% | 219 |
|
|
2024
Q2 | $36K | Hold |
350
| – | – | 0.01% | 193 |
|
|
2024
Q1 | $35K | Sell |
350
-400
| -53% | -$40K | 0.01% | 193 |
|
|
2023
Q4 | $68K | Sell |
750
-150
| -17% | -$13.6K | 0.03% | 161 |
|
|
2023
Q3 | $73K | Hold |
900
| – | – | 0.03% | 151 |
|
|
2023
Q2 | $76K | Hold |
900
| – | – | 0.03% | 151 |
|
|
2023
Q1 | $70K | Buy |
+900
| New | +$70K | 0.03% | 157 |
|