Perigon Wealth 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 | $6.43M | Buy |
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|
2025
Q2 | $5.59M | Sell |
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|
2025
Q1 | $6.13M | Sell |
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|
2024
Q4 | $7.23M | Buy |
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|
2024
Q3 | $5.74M | Buy |
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|
2024
Q2 | $4.14M | Buy |
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|
2024
Q1 | $3.27M | Buy |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $891K | Buy |
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|
2022
Q4 | $789K | Buy |
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|
2022
Q3 | $630K | Buy |
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|
2022
Q2 | $602K | Buy |
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|
2022
Q1 | $567K | Buy |
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|
2021
Q4 | $588K | Buy |
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|
2021
Q3 | $517K | Buy |
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|
2021
Q2 | $503K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $107K | Buy |
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