ProVise Management Group’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 | $208K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $752K | Sell |
|
|||||
|
2020
Q3 | $688K | Sell |
|
|||||
|
2020
Q2 | $670K | Hold |
|
|||||
|
2020
Q1 | $553K | Sell |
|
|||||
|
2019
Q4 | $706K | Hold |
|
|||||
|
2019
Q3 | $652K | Sell |
|
|||||
|
2019
Q2 | $653K | Hold |
|
|||||
|
2019
Q1 | $629K | Sell |
|
|||||
|
2018
Q4 | $563K | Buy |
|
|||||
|
2018
Q3 | $643K | Sell |
|
|||||
|
2018
Q2 | $774 | Hold |
|
|||||
|
2018
Q1 | $749K | Sell |
|
|||||
|
2017
Q4 | $758K | Buy |
|
|||||
|
2017
Q3 | $707K | Sell |
|
|||||
|
2017
Q2 | $694K | Buy |
|
|||||
|
2017
Q1 | $673K | Sell |
|
|||||
|
2016
Q4 | $647K | Buy |
|
|||||
|
2016
Q3 | $621K | Buy |
|
|||||
|
2016
Q2 | $595K | Buy |
|
|||||
|
2016
Q1 | $587K | Buy |
|
|||||
|
2015
Q4 | $579K | Buy |
|
|||||
|
2015
Q3 | $539K | Hold |
|
|||||
|
2015
Q2 | $578K | Sell |
|
|||||
|
2015
Q1 | $601K | Buy |
|
|||||
|
2014
Q4 | $595K | Buy |
|
|||||
|
2014
Q3 | $568K | Buy |
|
|||||
|
2014
Q2 | $565K | Buy |
|
|||||
|
2014
Q1 | $541K | Buy |
|
|||||
|
2013
Q4 | $531K | Buy |
|
|||||
|
2013
Q3 | $483K | Buy |
|
|||||
|
2013
Q2 | $449K | Buy |
|