Sigma Planning Corp’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 | $816K | Sell |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $956K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $994K | Buy |
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|
2023
Q4 | $637K | Sell |
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|
2023
Q3 | $801K | Sell |
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|
2023
Q2 | $887K | Sell |
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|
2023
Q1 | $860K | Buy |
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|
2022
Q4 | $767K | Sell |
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|
2022
Q3 | $743K | Sell |
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|
2022
Q2 | $809K | Sell |
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|
2022
Q1 | $980K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $953K | Buy |
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|
2020
Q4 | $886K | Sell |
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|
2020
Q3 | $797K | Buy |
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