Peak Financial 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 | $795K | Buy |
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|
2025
Q2 | $712K | Sell |
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|
2025
Q1 | $631K | Sell |
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|
2024
Q4 | $689K | Sell |
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|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $653K | Hold |
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|
2024
Q1 | $634K | Sell |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $515K | Sell |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $410K | Buy |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $376K | Buy |
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|
2022
Q1 | $338K | Buy |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $326K | Buy |
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|
2021
Q2 | $303K | Sell |
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|
2021
Q1 | $298K | Buy |
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|
2020
Q4 | $275K | Buy |
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|
2020
Q3 | $244K | Buy |
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