Sage Financial Group’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
Q2 | $1.48M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.79M | Buy |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.71M | Sell |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $1.48M | Buy |
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