Leonard Rickey Investment Advisors’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 | $409K | Sell |
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|
2025
Q2 | $382K | Hold |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $340K | Hold |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $285K | Hold |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $318K | Sell |
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|
2021
Q1 | $312K | Hold |
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|
2020
Q4 | $292K | Hold |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $241K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Hold |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $221K | Sell |
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|
2019
Q1 | $263K | Sell |
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|
2018
Q4 | $261K | Sell |
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|
2018
Q3 | $301K | Sell |
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|
2018
Q2 | $291K | Hold |
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|
2018
Q1 | $281K | Sell |
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|
2017
Q4 | $288K | Buy |
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