Pittenger & Anderson Inc’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
Q2 | $114K | Hold |
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|
2025
Q1 | $101K | Sell |
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|
2024
Q4 | $136K | Hold |
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|
2024
Q3 | $134K | Hold |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $125K | Hold |
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|
2023
Q4 | $112K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $96.3K | Hold |
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|
2022
Q4 | $88.7K | Sell |
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|
2022
Q3 | $144K | Sell |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $304K | Hold |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $97K | Hold |
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|
2021
Q2 | $97K | Hold |
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|
2021
Q1 | $89K | Hold |
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|
2020
Q4 | $84K | Buy |
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|
2020
Q3 | $74K | Sell |
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|
2020
Q2 | $139K | Buy |
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|
2020
Q1 | $107K | Buy |
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|
2019
Q4 | $130K | Sell |
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|
2019
Q3 | $123K | Buy |
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|
2019
Q2 | $106K | Hold |
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|
2019
Q1 | $102K | Sell |
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|
2018
Q4 | $96K | Sell |
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|
2018
Q3 | $118K | Buy |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $76K | Sell |
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|
2017
Q4 | $88K | Sell |
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|
2017
Q3 | $89K | Sell |
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|
2017
Q2 | $91K | Buy |
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