Strategic Point Investment 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
Q2 | $6.91M | Sell |
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|
2025
Q1 | $6.52M | Sell |
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|
2024
Q4 | $7.07M | Buy |
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|
2024
Q3 | $6.98M | Sell |
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|
2024
Q2 | $6.69M | Sell |
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|
2024
Q1 | $6.52M | Sell |
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|
2023
Q4 | $6.03M | Buy |
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|
2023
Q3 | $5.25M | Buy |
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|
2023
Q2 | $5.31M | Sell |
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|
2023
Q1 | $5.08M | Buy |
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|
2022
Q4 | $4.63M | Buy |
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|
2022
Q3 | $4.28M | Buy |
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|
2022
Q2 | $4.56M | Buy |
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|
2022
Q1 | $5.09M | Buy |
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|
2021
Q4 | $5.08M | Buy |
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|
2021
Q3 | $4.41M | Buy |
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|
2021
Q2 | $4.34M | Buy |
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|
2021
Q1 | $3.97M | Buy |
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|
2020
Q4 | $3.29M | Buy |
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|
2020
Q3 | $2.75M | Buy |
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|
2020
Q2 | $2.43M | Buy |
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|
2020
Q1 | $1.81M | Buy |
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|
2019
Q4 | $2.19M | Buy |
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|
2019
Q3 | $1.68M | Buy |
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