Montecito Bank & Trust’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
Q1 | $557K | Hold |
5,443
| – | – | 0.1% | 186 |
|
|
2024
Q4 | $600K | Hold |
5,443
| – | – | 0.1% | 180 |
|
|
2024
Q3 | $592K | Hold |
5,443
| – | – | 0.1% | 191 |
|
|
2024
Q2 | $565K | Hold |
5,443
| – | – | 0.12% | 165 |
|
|
2024
Q1 | $549K | Buy |
+5,443
| New | +$549K | 0.11% | 169 |
|
|
2017
Q1 | – | Sell |
-2,334
| Closed | -$96K | – | 237 |
|
|
2016
Q4 | $96K | Buy |
+2,334
| New | +$96K | 0.03% | 228 |
|