Rossmore Private Capital’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 | $487K | Hold |
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|
2025
Q2 | $449K | Hold |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $357K | Buy |
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|
2024
Q2 | $334K | Hold |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $227K | Buy |
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