Mascoma Wealth 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
Q2 | $9.3M | Sell |
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|
2025
Q1 | $8.47M | Sell |
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|
2024
Q4 | $10.9M | Sell |
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|
2024
Q3 | $11.3M | Sell |
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|
2024
Q2 | $11.1M | Buy |
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|
2024
Q1 | $10.4M | Buy |
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|
2023
Q4 | $8.9M | Buy |
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|
2023
Q3 | $7.94M | Sell |
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|
2023
Q2 | $8.79M | Sell |
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|
2023
Q1 | $8.51M | Sell |
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|
2022
Q4 | $7.84M | Buy |
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|
2022
Q3 | $7.22M | Buy |
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|
2022
Q2 | $7.35M | Sell |
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|
2022
Q1 | $8.86M | Sell |
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|
2021
Q4 | $9.52M | Buy |
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|
2021
Q3 | $6.88M | Buy |
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|
2021
Q2 | $6.14M | Buy |
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|
2021
Q1 | $4.32M | Buy |
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|
2020
Q4 | $1.84M | Buy |
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|
2019
Q3 | $557K | Buy |
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|
2019
Q2 | $428K | Buy |
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|
2019
Q1 | $376K | Hold |
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|
2018
Q4 | $331K | Buy |
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|
2018
Q3 | $235K | Buy |
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|
2018
Q2 | $20K | Buy |
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