Mayflower Financial 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 | $492K | Hold |
4,238
| – | – | 0.07% | 247 |
|
|
2025
Q1 | $434K | Hold |
4,238
| – | – | 0.07% | 247 |
|
|
2024
Q4 | $467K | Hold |
4,238
| – | – | 0.07% | 238 |
|
|
2024
Q3 | $461K | Hold |
4,238
| – | – | 0.07% | 230 |
|
|
2024
Q2 | $440K | Sell |
4,238
-551
| -12% | -$57.2K | 0.07% | 229 |
|
|
2024
Q1 | $483K | Hold |
4,789
| – | – | 0.08% | 217 |
|
|
2023
Q4 | $436K | Hold |
4,789
| – | – | 0.06% | 217 |
|
|
2023
Q3 | $390K | Sell |
4,789
-72
| -1% | -$5.86K | 0.06% | 221 |
|
|
2023
Q2 | $409K | Hold |
4,861
| – | – | 0.05% | 236 |
|
|
2023
Q1 | $379K | Sell |
4,861
-23
| -0.5% | -$1.79K | 0.05% | 239 |
|
|
2022
Q4 | $351K | Buy |
+4,884
| New | +$351K | 0.05% | 246 |
|