Strategic Wealth Partners’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 | $186 | Buy |
+2
| New | +$186 | ﹤0.01% | 1100 |
|
|
2019
Q2 | – | Sell |
-178
| Closed | -$10K | – | 750 |
|
|
2019
Q1 | $10K | Hold |
178
| – | – | ﹤0.01% | 522 |
|
|
2018
Q4 | $9K | Hold |
178
| – | – | ﹤0.01% | 513 |
|
|
2018
Q3 | $10K | Hold |
178
| – | – | 0.01% | 476 |
|
|
2018
Q2 | $9K | Hold |
178
| – | – | 0.01% | 583 |
|
|
2018
Q1 | $9K | Buy |
178
+106
| +147% | +$5.36K | ﹤0.01% | 569 |
|
|
2017
Q4 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 627 |
|