Long Run Wealth 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 | $1.02M | Sell |
8,801
-652
| -7% | -$75.7K | 0.21% | 65 |
|
|
2025
Q1 | $968K | Buy |
9,453
+143
| +2% | +$14.6K | 0.22% | 65 |
|
|
2024
Q4 | $1.03M | Sell |
9,310
-554
| -6% | -$61.1K | 0.25% | 63 |
|
|
2024
Q3 | $1.07M | Sell |
9,864
-31
| -0.3% | -$3.37K | 0.25% | 66 |
|
|
2024
Q2 | $1.03M | Sell |
9,895
-926
| -9% | -$96.2K | 0.26% | 63 |
|
|
2024
Q1 | $1.09M | Buy |
10,821
+270
| +3% | +$27.2K | 0.29% | 60 |
|
|
2023
Q4 | $961K | Buy |
+10,551
| New | +$961K | 0.28% | 63 |
|