Snowden Capital Advisors’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 | $2.27M | Sell |
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|
2025
Q2 | $2.59M | Sell |
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|
2025
Q1 | $2.48M | Sell |
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|
2024
Q4 | $3.03M | Sell |
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|
2024
Q3 | $3.34M | Sell |
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|
2024
Q2 | $3.32M | Sell |
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|
2024
Q1 | $3.26M | Buy |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q3 | $2.49M | Buy |
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|
2023
Q2 | $2.46M | Buy |
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|
2023
Q1 | $2.22M | Sell |
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|
2022
Q4 | $2.14M | Buy |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.72M | Sell |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $2.11M | Sell |
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|
2021
Q3 | $1.91M | Sell |
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|
2021
Q2 | $2.03M | Sell |
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|
2021
Q1 | $2.24M | Sell |
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|
2020
Q4 | $2.53M | Sell |
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|
2020
Q3 | $2.49M | Sell |
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|
2020
Q2 | $2.33M | Buy |
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|
2020
Q1 | $1.58M | Sell |
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|
2019
Q4 | $1.98M | Buy |
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|
2019
Q3 | $1.5M | Buy |
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|
2019
Q2 | $1.31M | Sell |
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|
2019
Q1 | $1.31M | Buy |
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|
2018
Q4 | $1.13M | Buy |
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|
2018
Q3 | $749K | Buy |
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|
2018
Q2 | $685K | Sell |
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|
2018
Q1 | $936K | Sell |
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|
2017
Q4 | $997K | Sell |
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|
2017
Q3 | $1.44M | Sell |
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|
2017
Q2 | $2.47M | Buy |
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|
2017
Q1 | $2.11M | Buy |
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|
2016
Q4 | $1.69M | Buy |
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