MYeCFO’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
Q2 | $297K | Sell |
2,560
-1,340
| -34% | -$156K | 0.15% | 51 |
|
|
2025
Q1 | $399K | Buy |
3,900
+90
| +2% | +$9.22K | 0.21% | 45 |
|
|
2024
Q4 | $420K | Buy |
3,810
+650
| +21% | +$71.7K | 0.23% | 45 |
|
|
2024
Q3 | $344K | Sell |
3,160
-178
| -5% | -$19.4K | 0.19% | 49 |
|
|
2024
Q2 | $347K | Buy |
3,338
+178
| +6% | +$18.5K | 0.2% | 46 |
|
|
2024
Q1 | $319K | Hold |
3,160
| – | – | 0.19% | 48 |
|
|
2023
Q4 | $288K | Buy |
3,160
+650
| +26% | +$59.2K | 0.18% | 44 |
|
|
2023
Q3 | $204K | Hold |
2,510
| – | – | 0.14% | 47 |
|
|
2023
Q2 | $211K | Buy |
+2,510
| New | +$211K | 0.15% | 43 |
|