MLA
My Legacy Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
2,698
-615
| -19% | -$72.5K | 0.11% | 170 |
|
|
2025
Q1 | $339K | Buy |
3,313
+66
| +2% | +$6.76K | 0.13% | 162 |
|
|
2024
Q4 | $363K | Sell |
3,247
-350
| -10% | -$39.1K | 0.14% | 156 |
|
|
2024
Q3 | $391K | Sell |
3,597
-519
| -13% | -$56.5K | 0.15% | 152 |
|
|
2024
Q2 | $427K | Buy |
4,116
+918
| +29% | +$95.3K | 0.14% | 164 |
|
|
2024
Q1 | $322K | Buy |
3,198
+813
| +34% | +$82K | 0.11% | 184 |
|
|
2023
Q4 | $218K | Sell |
2,385
-272
| -10% | -$24.9K | 0.08% | 197 |
|
|
2023
Q3 | $215K | Sell |
2,657
-41
| -2% | -$3.31K | 0.09% | 193 |
|
|
2023
Q2 | $232K | Sell |
2,698
-2,251
| -45% | -$193K | 0.09% | 198 |
|
|
2023
Q1 | $384K | Sell |
4,949
-394
| -7% | -$30.5K | 0.16% | 165 |
|
|
2022
Q4 | $418K | Sell |
5,343
-2,566
| -32% | -$201K | 0.18% | 161 |
|
|
2022
Q3 | $526K | Sell |
7,909
-8,093
| -51% | -$538K | 0.27% | 139 |
|
|
2022
Q2 | $1.17M | Sell |
16,002
-6,112
| -28% | -$448K | 0.59% | 43 |
|
|
2022
Q1 | $1.92M | Buy |
+22,114
| New | +$1.92M | 0.89% | 22 |
|