Mission Creek Capital Partners’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 | $506K | Sell |
4,353
-460
| -10% | -$53.4K | 0.11% | 138 |
|
|
2025
Q1 | $493K | Sell |
4,813
-815
| -14% | -$83.5K | 0.12% | 140 |
|
|
2024
Q4 | $621K | Sell |
5,628
-318
| -5% | -$35.1K | 0.14% | 146 |
|
|
2024
Q3 | $647K | Sell |
5,946
-10
| -0.2% | -$1.09K | 0.15% | 137 |
|
|
2024
Q2 | $619K | Sell |
5,956
-2,386
| -29% | -$248K | 0.16% | 128 |
|
|
2024
Q1 | $841K | Sell |
8,342
-435
| -5% | -$43.9K | 0.22% | 119 |
|
|
2023
Q4 | $799K | Sell |
8,777
-25
| -0.3% | -$2.28K | 0.21% | 123 |
|
|
2023
Q3 | $717K | Buy |
8,802
+2,185
| +33% | +$178K | 0.24% | 124 |
|
|
2023
Q2 | $557K | Buy |
+6,617
| New | +$557K | 0.18% | 146 |
|