Salomon & Ludwin’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 | $55.3K | Hold |
474
| – | – | 0.01% | 257 |
|
|
2025
Q1 | $48.5K | Buy |
474
+63
| +15% | +$6.45K | 0.01% | 253 |
|
|
2024
Q4 | $45.3K | Hold |
411
| – | – | ﹤0.01% | 255 |
|
|
2024
Q3 | $44.7K | Hold |
411
| – | – | ﹤0.01% | 268 |
|
|
2024
Q2 | $42.7K | Sell |
411
-1,994
| -83% | -$207K | ﹤0.01% | 275 |
|
|
2024
Q1 | $242K | Buy |
2,405
+81
| +3% | +$8.17K | 0.02% | 167 |
|
|
2023
Q4 | $189K | Hold |
2,324
| – | – | 0.02% | 175 |
|
|
2023
Q3 | $189K | Buy |
+2,324
| New | +$189K | 0.02% | 175 |
|