Lido Advisors’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 | $3.37M | Hold |
28,991
| – | – | 0.01% | 431 |
|
|
2025
Q1 | $2.97M | Sell |
28,991
-1,072
| -4% | -$110K | 0.01% | 429 |
|
|
2024
Q4 | $3.31M | Sell |
30,063
-163
| -0.5% | -$18K | 0.02% | 382 |
|
|
2024
Q3 | $3.29M | Sell |
30,226
-1,131
| -4% | -$123K | 0.02% | 346 |
|
|
2024
Q2 | $3.26M | Buy |
31,357
+1,729
| +6% | +$180K | 0.02% | 332 |
|
|
2024
Q1 | $2.99M | Sell |
29,628
-785
| -3% | -$79.1K | 0.02% | 334 |
|
|
2023
Q4 | $2.77M | Buy |
30,413
+763
| +3% | +$69.5K | 0.02% | 332 |
|
|
2023
Q3 | $2.41M | Sell |
29,650
-346
| -1% | -$28.2K | 0.02% | 319 |
|
|
2023
Q2 | $2.52M | Sell |
29,996
-974
| -3% | -$82K | 0.02% | 305 |
|
|
2023
Q1 | $2.42M | Buy |
+30,970
| New | +$2.42M | 0.02% | 292 |
|