Parkside Financial Bank & Trust’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 | $143K | Hold |
1,230
| – | – | 0.02% | 524 |
|
|
2025
Q1 | $126K | Hold |
1,230
| – | – | 0.02% | 503 |
|
|
2024
Q4 | $136K | Hold |
1,230
| – | – | 0.02% | 481 |
|
|
2024
Q3 | $134K | Hold |
1,230
| – | – | 0.02% | 467 |
|
|
2024
Q2 | $128K | Hold |
1,230
| – | – | 0.02% | 453 |
|
|
2024
Q1 | $124K | Hold |
1,230
| – | – | 0.02% | 462 |
|
|
2023
Q4 | $112K | Buy |
+1,230
| New | +$112K | 0.02% | 445 |
|