Oliver Lagore Vanvalin Investment Group’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 | $66.2K | Buy |
+646
| New | +$66.2K | 0.03% | 218 |
|
|
2024
Q4 | $70.7K | Sell |
641
-137
| -18% | -$15.1K | 0.02% | 217 |
|
|
2024
Q3 | $84.7K | Sell |
778
-115
| -13% | -$12.5K | 0.02% | 190 |
|
|
2024
Q2 | $92.7K | Sell |
893
-37
| -4% | -$3.84K | 0.03% | 173 |
|
|
2024
Q1 | $93.8K | Sell |
930
-12
| -1% | -$1.21K | 0.03% | 175 |
|
|
2023
Q4 | $85.8K | Buy |
942
+115
| +14% | +$10.5K | 0.03% | 161 |
|
|
2023
Q3 | $67.3K | Sell |
827
-41
| -5% | -$3.34K | 0.03% | 204 |
|
|
2023
Q2 | $73.1K | Sell |
868
-20
| -2% | -$1.68K | 0.03% | 207 |
|
|
2023
Q1 | $69.2K | Sell |
888
-1,265
| -59% | -$98.6K | 0.03% | 164 |
|
|
2022
Q4 | $155K | Sell |
2,153
-644
| -23% | -$46.2K | 0.09% | 101 |
|
|
2022
Q3 | $187K | Sell |
2,797
-195
| -7% | -$13K | 0.12% | 88 |
|
|
2022
Q2 | $215K | Buy |
2,992
+2,003
| +203% | +$144K | 0.13% | 89 |
|
|
2022
Q1 | $78K | Buy |
+989
| New | +$78K | 0.05% | 149 |
|