Patriot Financial Group Insurance Agency’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 | $474K | Sell |
|
|||||
|
2025
Q2 | $443K | Sell |
|
|||||
|
2025
Q1 | $408K | Sell |
|
|||||
|
2024
Q4 | $471K | Sell |
|
|||||
|
2024
Q3 | $1.32M | Sell |
|
|||||
|
2024
Q2 | $1.3M | Buy |
|
|||||
|
2024
Q1 | $1.26M | Sell |
|
|||||
|
2023
Q4 | $1.22M | Buy |
|
|||||
|
2023
Q3 | $1.07M | Sell |
|
|||||
|
2023
Q2 | $1.15M | Sell |
|
|||||
|
2023
Q1 | $1.08M | Sell |
|
|||||
|
2022
Q4 | $1.01M | Sell |
|
|||||
|
2022
Q3 | $949K | Sell |
|
|||||
|
2022
Q2 | $1.02M | Buy |
|
|||||
|
2022
Q1 | $874K | Buy |
|
|||||
|
2021
Q4 | $895K | Sell |
|
|||||
|
2021
Q3 | $859K | Sell |
|
|||||
|
2021
Q2 | $1.06M | Sell |
|
|||||
|
2021
Q1 | $1.63M | Sell |
|
|||||
|
2020
Q4 | $1.7M | Buy |
|
|||||
|
2020
Q3 | $1.44M | Buy |
|
|||||
|
2020
Q2 | $1.23M | Buy |
|
|||||
|
2020
Q1 | $1M | Buy |
|
|||||
|
2019
Q4 | $792K | Buy |
|
|||||
|
2019
Q3 | $242K | Buy |
|
|||||
|
2019
Q2 | $26K | Buy |
|
|||||
|
2019
Q1 | $12K | Hold |
|
|||||
|
2018
Q4 | $10K | Hold |
|
|||||
|
2018
Q3 | $12K | Buy |
|