Princeton Global Asset 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 | $136K | Buy |
1,170
+142
| +14% | +$16.5K | 0.02% | 219 |
|
|
2025
Q1 | $105K | Buy |
1,028
+61
| +6% | +$6.25K | 0.02% | 223 |
|
|
2024
Q4 | $107K | Buy |
+967
| New | +$107K | 0.02% | 235 |
|
|
2020
Q3 | – | Sell |
-46,852
| Closed | -$2.76M | – | 466 |
|
|
2020
Q2 | $2.76M | Buy |
46,852
+24,852
| +113% | +$1.47M | 0.86% | 35 |
|
|
2020
Q1 | $1.07M | Buy |
+22,000
| New | +$1.07M | 0.47% | 73 |
|