Macroview Investment Management’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 | – | Sell |
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|
2025
Q2 | $303K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $4.31K | Buy |
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|
2024
Q2 | $4.1K | Hold |
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|
2024
Q1 | $3.97K | Hold |
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|
2023
Q4 | $3.58K | Hold |
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|
2023
Q3 | $3.17K | Hold |
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|
2023
Q2 | $3.28K | Hold |
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|
2023
Q1 | $3.04K | Hold |
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|
2022
Q4 | $2.8K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Buy |
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