Loring Wolcott & Coolidge Fiduciary 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 | $226K | Hold |
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|
2025
Q2 | $207K | Hold |
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|
2025
Q1 | $175K | Hold |
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|
2024
Q4 | $199K | Sell |
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $209K | Buy |
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|
2024
Q1 | $30.3K | Hold |
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|
2023
Q4 | $29.5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $8.42K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $126K | Sell |
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|
2020
Q2 | $163K | Sell |
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|
2020
Q1 | $476K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $17K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $45K | Buy |
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