ORG Partners’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
Q1 | – | Sell |
-433
| Closed | -$47.7K | – | 1458 |
|
|
2024
Q4 | $47.7K | Sell |
433
-24
| -5% | -$2.65K | 0.01% | 559 |
|
|
2024
Q3 | $49.7K | Sell |
457
-73
| -14% | -$7.94K | 0.01% | 516 |
|
|
2024
Q2 | $55.1K | Buy |
+530
| New | +$55.1K | 0.01% | 758 |
|
|
2024
Q1 | – | Sell |
-654
| Closed | -$59.6K | – | 674 |
|
|
2023
Q4 | $59.6K | Buy |
654
+173
| +36% | +$15.8K | 0.01% | 487 |
|
|
2023
Q3 | $39.2K | Sell |
481
-127
| -21% | -$10.3K | 0.01% | 559 |
|
|
2023
Q2 | $51.3K | Buy |
+608
| New | +$51.3K | 0.01% | 650 |
|