Steward Partners Investment Advisory’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 | $3.38M | Sell |
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|
2025
Q2 | $3.17M | Buy |
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|
2025
Q1 | $2.72M | Sell |
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|
2024
Q4 | $3.02M | Buy |
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|
2024
Q3 | $2.95M | Sell |
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|
2024
Q2 | $2.84M | Buy |
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|
2024
Q1 | $2.62M | Sell |
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|
2023
Q4 | $2.45M | Buy |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $942K | Buy |
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|
2022
Q2 | $905K | Buy |
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|
2022
Q1 | $708K | Buy |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $235K | Sell |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $443K | Sell |
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|
2020
Q4 | $452K | Buy |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $271K | Buy |
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|
2020
Q1 | $217K | Buy |
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|
2019
Q4 | $263K | Buy |
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|
2019
Q3 | $206K | Buy |
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|
2019
Q2 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $47K | Hold |
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|
2018
Q2 | $44K | Sell |
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|
2018
Q1 | $44K | Hold |
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|
2017
Q4 | $44K | Buy |
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|
2017
Q3 | $14K | Buy |
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|
2017
Q2 | $6K | Buy |
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