PFG Private Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-39
| Closed | -$4.03K | – | 110 |
|
|
2025
Q1 | $4.03K | Hold |
39
| – | – | ﹤0.01% | 186 |
|
|
2024
Q4 | $4.33K | Hold |
39
| – | – | ﹤0.01% | 160 |
|
|
2024
Q3 | $4.26K | Buy |
39
+12
| +44% | +$1.31K | ﹤0.01% | 168 |
|
|
2024
Q2 | $2.8K | Hold |
27
| – | – | ﹤0.01% | 187 |
|
|
2024
Q1 | $2.72K | Hold |
27
| – | – | ﹤0.01% | 179 |
|
|
2023
Q4 | $2.46K | Hold |
27
| – | – | ﹤0.01% | 191 |
|
|
2023
Q3 | $2.2K | Hold |
27
| – | – | ﹤0.01% | 237 |
|
|
2023
Q2 | $2.27K | Hold |
27
| – | – | ﹤0.01% | 249 |
|
|
2023
Q1 | $2.11K | Hold |
27
| – | – | ﹤0.01% | 251 |
|
|
2022
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 283 |
|
|
2022
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 295 |
|
|
2022
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 283 |
|