Ridgecrest Wealth Partners’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 | $237K | Hold |
2,038
| – | – | 0.13% | 97 |
|
|
2025
Q1 | $209K | Sell |
2,038
-2
| -0.1% | -$205 | 0.11% | 107 |
|
|
2024
Q4 | $225K | Hold |
2,040
| – | – | 0.12% | 97 |
|
|
2024
Q3 | $222K | Hold |
2,040
| – | – | 0.12% | 103 |
|
|
2024
Q2 | $212K | Hold |
2,040
| – | – | 0.13% | 92 |
|
|
2024
Q1 | $206K | Buy |
+2,040
| New | +$206K | 0.12% | 103 |
|
|
2022
Q1 | – | Sell |
-2,384
| Closed | -$222K | – | 112 |
|
|
2021
Q4 | $222K | Buy |
+2,384
| New | +$222K | 0.11% | 110 |
|