Roof Eidam Maycock Peralta (REMP)’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 | $238K | Hold |
2,050
| – | – | 0.06% | 116 |
|
|
2025
Q1 | $210K | Hold |
2,050
| – | – | 0.06% | 118 |
|
|
2024
Q4 | $226K | Hold |
2,050
| – | – | 0.06% | 112 |
|
|
2024
Q3 | $223K | Hold |
2,050
| – | – | 0.06% | 121 |
|
|
2024
Q2 | $213K | Hold |
2,050
| – | – | 0.06% | 117 |
|
|
2024
Q1 | $207K | Buy |
+2,050
| New | +$207K | 0.06% | 122 |
|
|
2022
Q2 | – | Sell |
-2,550
| Closed | -$221K | – | 102 |
|
|
2022
Q1 | $221K | Hold |
2,550
| – | – | 0.07% | 103 |
|
|
2021
Q4 | $237K | Hold |
2,550
| – | – | 0.08% | 102 |
|
|
2021
Q3 | $212K | Buy |
+2,550
| New | +$212K | 0.08% | 101 |
|