Milestone Investment 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 | $354K | Sell |
3,051
-4
| -0.1% | -$465 | 0.09% | 67 |
|
|
2025
Q1 | $313K | Sell |
3,055
-2
| -0.1% | -$205 | 0.09% | 69 |
|
|
2024
Q4 | $337K | Sell |
3,057
-5
| -0.2% | -$551 | 0.09% | 69 |
|
|
2024
Q3 | $333K | Hold |
3,062
| – | – | 0.09% | 70 |
|
|
2024
Q2 | $318K | Sell |
3,062
-228
| -7% | -$23.7K | 0.08% | 67 |
|
|
2024
Q1 | $332K | Sell |
3,290
-8
| -0.2% | -$806 | 0.09% | 61 |
|
|
2023
Q4 | $300K | Sell |
3,298
-148
| -4% | -$13.5K | 0.09% | 60 |
|
|
2023
Q3 | $281K | Sell |
3,446
-389
| -10% | -$31.7K | 0.08% | 86 |
|
|
2023
Q2 | $323K | Buy |
3,835
+634
| +20% | +$53.4K | 0.1% | 57 |
|
|
2023
Q1 | $250K | Sell |
3,201
-596
| -16% | -$46.5K | 0.08% | 91 |
|
|
2022
Q4 | $273K | Buy |
+3,797
| New | +$273K | 0.1% | 54 |
|