Moisand Fitzgerald Tamayo’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.6K	Hold	461	–	–	0.01%	188
2026 Q1	$55.9K	Hold	461	–	–	0.01%	190
2025 Q4	$59.4K	Hold	461	–	–	0.01%	185
2025 Q3	$58.1K	Sell	461 -1	-0.2%	-$121	0.01%	187
2025 Q2	$53.7K	Sell	462 -1	-0.2%	-$106	0.01%	190
2025 Q1	$47.4K	Sell	463 -26	-5%	-$2.84K	0.01%	193
2024 Q4	$53.9K	Sell	489 -9	-2%	-$1.01K	0.01%	178
2024 Q3	$54.2K	Sell	498 -41	-8%	-$4.3K	0.01%	188
2024 Q2	$56K	Hold	539	–	–	0.01%	165
2024 Q1	$54.3K	Sell	539 -1	-0.2%	-$96	0.01%	170
2023 Q4	$49.2K	Sell	540 -15	-3%	-$1.27K	0.01%	176
2023 Q3	$45.2K	Sell	555 -48	-8%	-$4.07K	0.01%	191
2023 Q2	$50.8K	Sell	603 -31	-5%	-$2.46K	0.01%	173
2023 Q1	$49.4K	Hold	634	–	–	0.01%	180
2022 Q4	$45.5K	Hold	634	–	–	0.01%	180
2022 Q3	$42K	Sell	634 -13	-2%	-$976	0.01%	174
2022 Q2	$47K	Hold	647	–	–	0.01%	161
2022 Q1	$56K	Buy	647 +21	+3%	+$1.8K	0.03%	99
2021 Q4	$58K	Hold	626	–	–	0.02%	142
2021 Q3	$52K	Hold	626	–	–	0.02%	147
2021 Q2	$52K	Sell	626 -138	-18%	-$11.1K	0.02%	149
2021 Q1	$58K	Hold	764	–	–	0.03%	121
2020 Q4	$55K	Hold	764	–	–	0.02%	125
2020 Q3	$49K	Sell	764 -70	-8%	-$4.42K	0.03%	120
2020 Q2	$49K	Sell	834 -102	-11%	-$5.67K	0.03%	116
2020 Q1	$46K	Hold	936	–	–	0.03%	116
2019 Q4	$56K	Sell	936 -50	-5%	-$2.87K	0.03%	113
2019 Q3	$55K	Hold	986	–	–	0.03%	112
2019 Q2	$54K	Sell	986 -80	-8%	-$4.3K	0.03%	114
2019 Q1	$56K	Hold	1,066	–	–	0.03%	112
2018 Q4	$50K	Buy	1,066 +786	+281%	+$38.9K	0.03%	110
2018 Q3	$15K	Hold	280	–	–	0.01%	186
2018 Q2	$14K	Hold	280	–	–	0.01%	177
2018 Q1	$14K	Hold	280	–	–	0.01%	189
2017 Q4	$14K	Hold	280	–	–	0.01%	177
2017 Q3	$13K	Buy	+280	New	+$12.7K	0.01%	195
2016 Q2	–	Sell	-338	Closed	-$13K	–	91
2016 Q1	$13K	Hold	338	–	–	0.01%	146
2015 Q4	$13K	Buy	+338	New	+$12.9K	0.01%	139