Parallel Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.7K | Hold |
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|
2025
Q1 | $52.6K | Sell |
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|
2024
Q4 | $58.3K | Buy |
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|
2024
Q3 | $53.2K | Buy |
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|
2024
Q2 | $47.8K | Hold |
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|
2024
Q1 | $46.4K | Buy |
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|
2023
Q4 | $4.55K | Hold |
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|
2023
Q3 | $4.07K | Hold |
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|
2023
Q2 | $4.21K | Hold |
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|
2023
Q1 | $3.9K | Sell |
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|
2022
Q4 | $14.5K | Buy |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $8K | Sell |
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|
2020
Q3 | $2.13M | Sell |
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|
2020
Q2 | $4.66M | Sell |
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|
2020
Q1 | $3.88M | Sell |
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|
2019
Q4 | $6M | Buy |
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|
2019
Q3 | $5.53M | Buy |
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|
2019
Q2 | $5.37M | Buy |
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|
2019
Q1 | $2.18M | Buy |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $21K | Buy |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $14K | Buy |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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