Romano Brothers & Co’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
Q4 | $1.1M | Sell |
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|
2025
Q3 | $1.08M | Hold |
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|
2025
Q2 | $997K | Sell |
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|
2025
Q1 | $889K | Buy |
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|
2024
Q4 | $891K | Sell |
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|
2024
Q3 | $881K | Hold |
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|
2024
Q2 | $841K | Buy |
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|
2024
Q1 | $741K | Hold |
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|
2023
Q4 | $669K | Sell |
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|
2023
Q3 | $607K | Sell |
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|
2023
Q2 | $648K | Sell |
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|
2023
Q1 | $788K | Buy |
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|
2022
Q4 | $714K | Hold |
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|
2022
Q3 | $666K | Buy |
|