OBWG
Onyx Bridge Wealth Group’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 | $2M | Sell |
17,217
-2,190
| -11% | -$254K | 0.26% | 72 |
|
|
2025
Q1 | $1.99M | Buy |
19,407
+1,932
| +11% | +$198K | 0.29% | 63 |
|
|
2024
Q4 | $1.93M | Buy |
17,475
+496
| +3% | +$54.7K | 0.28% | 69 |
|
|
2024
Q3 | $1.85M | Sell |
16,979
-3,103
| -15% | -$338K | 0.28% | 71 |
|
|
2024
Q2 | $2.09M | Buy |
20,082
+1,590
| +9% | +$165K | 0.34% | 55 |
|
|
2024
Q1 | $1.81M | Buy |
18,492
+8,863
| +92% | +$865K | 0.32% | 63 |
|
|
2023
Q4 | $877K | Sell |
9,629
-2,015
| -17% | -$183K | 0.18% | 88 |
|
|
2023
Q3 | $948K | Buy |
11,644
+2,013
| +21% | +$164K | 0.22% | 73 |
|
|
2023
Q2 | $811K | Buy |
9,631
+2,528
| +36% | +$213K | 0.19% | 94 |
|
|
2023
Q1 | $554K | Buy |
7,103
+561
| +9% | +$43.7K | 0.22% | 81 |
|
|
2022
Q4 | $476K | Sell |
6,542
-70
| -1% | -$5.09K | 0.19% | 79 |
|
|
2022
Q3 | $439K | Buy |
6,612
+646
| +11% | +$42.9K | 0.2% | 83 |
|
|
2022
Q2 | $447K | Buy |
5,966
+131
| +2% | +$9.82K | 0.2% | 74 |
|
|
2022
Q1 | $464K | Buy |
5,835
+1,637
| +39% | +$130K | 0.18% | 71 |
|
|
2021
Q4 | $392K | Buy |
+4,198
| New | +$392K | 0.13% | 91 |
|