Lowe Wealth 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 | $175K | Hold |
|
|||||
|
2025
Q2 | $161K | Hold |
|
|||||
|
2025
Q1 | $142K | Hold |
|
|||||
|
2024
Q4 | $153K | Hold |
|
|||||
|
2024
Q3 | $151K | Sell |
|
|||||
|
2024
Q2 | $165K | Hold |
|
|||||
|
2024
Q1 | $160K | Sell |
|
|||||
|
2023
Q4 | $163K | Sell |
|
|||||
|
2023
Q3 | $285K | Sell |
|
|||||
|
2023
Q2 | $341K | Hold |
|
|||||
|
2023
Q1 | $316K | Sell |
|
|||||
|
2022
Q4 | $292K | Hold |
|
|||||
|
2022
Q3 | $272K | Sell |
|
|||||
|
2022
Q2 | $350K | Sell |
|
|||||
|
2022
Q1 | $446K | Sell |
|
|||||
|
2021
Q4 | $497K | Hold |
|
|||||
|
2021
Q3 | $445K | Buy |
|
|||||
|
2021
Q2 | $428K | Buy |
|
|||||
|
2021
Q1 | $364K | Hold |
|
|||||
|
2020
Q4 | $341K | Buy |
|
|||||
|
2020
Q3 | $279K | Hold |
|
|||||
|
2020
Q2 | $258K | Hold |
|
|||||
|
2020
Q1 | $213K | Hold |
|
|||||
|
2019
Q4 | $262K | Buy |
|
|||||
|
2019
Q3 | $187K | Hold |
|
|||||
|
2019
Q2 | $184K | Buy |
|
|||||
|
2019
Q1 | $152K | Hold |
|
|||||
|
2018
Q4 | $135K | Buy |
|