Perennial Investment 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
Q3 | $674K | Sell |
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|
2025
Q2 | $626K | Sell |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $604K | Buy |
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|
2024
Q3 | $511K | Buy |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $350K | Buy |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $275K | Buy |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $235K | Buy |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | $212K | Buy |
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