Stratos 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 | $283K | Sell |
2,433
-51
| -2% | -$5.93K | ﹤0.01% | 1164 |
|
|
2025
Q1 | $254K | Buy |
2,484
+17
| +0.7% | +$1.74K | ﹤0.01% | 1165 |
|
|
2024
Q4 | $272K | Sell |
2,467
-4
| -0.2% | -$441 | ﹤0.01% | 1189 |
|
|
2024
Q3 | $269K | Buy |
2,471
+72
| +3% | +$7.84K | ﹤0.01% | 1203 |
|
|
2024
Q2 | $249K | Hold |
2,399
| – | – | ﹤0.01% | 1166 |
|
|
2024
Q1 | $242K | Sell |
2,399
-2
| -0.1% | -$202 | ﹤0.01% | 1194 |
|
|
2023
Q4 | $219K | Buy |
+2,401
| New | +$219K | ﹤0.01% | 1233 |
|