Roof Eidam Maycock Peralta (REMP)’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 | $258K | Hold |
|
|||||
|
2025
Q2 | $238K | Hold |
|
|||||
|
2025
Q1 | $210K | Hold |
|
|||||
|
2024
Q4 | $226K | Hold |
|
|||||
|
2024
Q3 | $223K | Hold |
|
|||||
|
2024
Q2 | $213K | Hold |
|
|||||
|
2024
Q1 | $207K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $221K | Hold |
|
|||||
|
2021
Q4 | $237K | Hold |
|
|||||
|
2021
Q3 | $212K | Buy |
|