Rollins Financial Advisors’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 | $701K | Hold |
6,035
| – | – | 0.11% | 70 |
|
|
2025
Q1 | $618K | Hold |
6,035
| – | – | 0.11% | 71 |
|
|
2024
Q4 | $665K | Hold |
6,035
| – | – | 0.1% | 68 |
|
|
2024
Q3 | $657K | Hold |
6,035
| – | – | 0.11% | 68 |
|
|
2024
Q2 | $627K | Hold |
6,035
| – | – | 0.11% | 69 |
|
|
2024
Q1 | $608K | Hold |
6,035
| – | – | 0.11% | 67 |
|
|
2023
Q4 | $549K | Buy |
+6,035
| New | +$549K | 0.11% | 62 |
|