Parsons Capital Management’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
Q3 | $545K | Sell |
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|
2025
Q2 | $561K | Sell |
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|
2025
Q1 | $505K | Hold |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $534K | Hold |
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|
2024
Q2 | $510K | Hold |
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|
2024
Q1 | $495K | Hold |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $399K | Hold |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $436K | Hold |
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|
2021
Q3 | $391K | Sell |
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|
2021
Q2 | $390K | Buy |
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|
2021
Q1 | $358K | Buy |
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|
2020
Q4 | $335K | Buy |
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|
2020
Q3 | $293K | Sell |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $231K | Sell |
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|
2019
Q4 | $289K | Buy |
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|
2019
Q3 | $264K | Buy |
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|
2019
Q2 | $213K | Buy |
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|
2019
Q1 | $205K | Buy |
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