Principal Securities’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 | $156K | Sell |
1,342
-614
| -31% | -$71.3K | ﹤0.01% | 1343 |
|
|
2025
Q1 | $216K | Hold |
1,956
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q4 | $216K | Sell |
1,956
-192
| -9% | -$21.2K | ﹤0.01% | 1098 |
|
|
2024
Q3 | $234K | Sell |
2,148
-216
| -9% | -$23.5K | 0.01% | 1040 |
|
|
2024
Q2 | $246K | Sell |
2,364
-65
| -3% | -$6.75K | 0.01% | 966 |
|
|
2024
Q1 | $245K | Sell |
2,429
-144
| -6% | -$14.5K | 0.01% | 935 |
|
|
2023
Q4 | $234K | Buy |
+2,573
| New | +$234K | 0.01% | 886 |
|