Meridian Wealth Management’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 | $701K | Buy |
6,036
+2
| +0% | +$232 | 0.03% | 378 |
|
|
2025
Q1 | $618K | Buy |
6,034
+151
| +3% | +$15.5K | 0.03% | 375 |
|
|
2024
Q4 | $649K | Sell |
5,883
-585
| -9% | -$64.5K | 0.03% | 367 |
|
|
2024
Q3 | $704K | Buy |
+6,468
| New | +$704K | 0.03% | 349 |
|
|
2024
Q2 | – | Sell |
-3,793
| Closed | -$374K | – | 348 |
|
|
2024
Q1 | $374K | Buy |
3,793
+346
| +10% | +$34.1K | 0.06% | 158 |
|
|
2023
Q4 | $311K | Buy |
+3,447
| New | +$311K | 0.02% | 492 |
|
|
2022
Q3 | – | Sell |
-11,967
| Closed | -$860K | – | 514 |
|
|
2022
Q2 | $860K | Buy |
+11,967
| New | +$860K | 0.07% | 265 |
|