My Legacy 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 | $318K | Sell |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $391K | Sell |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $322K | Buy |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $418K | Sell |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.92M | Buy |
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