NBT Bank’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 | $554K | Hold |
4,771
| – | – | 0.04% | 264 |
|
|
2025
Q1 | $489K | Sell |
4,771
-50
| -1% | -$5.12K | 0.04% | 271 |
|
|
2024
Q4 | $532K | Sell |
4,821
-223
| -4% | -$24.6K | 0.04% | 267 |
|
|
2024
Q3 | $549K | Buy |
5,044
+1,020
| +25% | +$111K | 0.04% | 269 |
|
|
2024
Q2 | $418K | Sell |
4,024
-48
| -1% | -$4.99K | 0.03% | 296 |
|
|
2024
Q1 | $410K | Sell |
4,072
-18
| -0.4% | -$1.82K | 0.03% | 295 |
|
|
2023
Q4 | $372K | Buy |
+4,090
| New | +$372K | 0.03% | 294 |
|