Mount Yale Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $585K | Sell |
|
|||||
|
2024
Q2 | $678K | Sell |
|
|||||
|
2024
Q1 | $938K | Sell |
|
|||||
|
2023
Q4 | $861K | Buy |
|
|||||
|
2023
Q3 | $669K | Buy |
|
|||||
|
2023
Q2 | $685K | Buy |
|
|||||
|
2023
Q1 | $555K | Buy |
|
|||||
|
2022
Q4 | $463K | Sell |
|
|||||
|
2022
Q3 | $522K | Buy |
|
|||||
|
2022
Q2 | $281K | Sell |
|
|||||
|
2022
Q1 | $454K | Buy |
|