TD Capital Management’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 | $137K | Buy |
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|
2025
Q1 | $120K | Sell |
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|
2024
Q4 | $135K | Sell |
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|
2024
Q3 | $134K | Buy |
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|
2024
Q2 | $127K | Buy |
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|
2024
Q1 | $123K | Sell |
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|
2023
Q4 | $115K | Buy |
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|
2023
Q3 | $103K | Sell |
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|
2023
Q2 | $112K | Buy |
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|
2023
Q1 | $104K | Buy |
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|
2022
Q4 | $95.3K | Buy |
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|
2022
Q3 | $89K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $124K | Buy |
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|
2021
Q3 | $111K | Buy |
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|
2021
Q2 | $110K | Buy |
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|
2021
Q1 | $101K | Buy |
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|
2020
Q4 | $94K | Buy |
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|
2020
Q3 | $84K | Sell |
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|
2020
Q2 | $81K | Buy |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | $82K | Buy |
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|
2019
Q3 | $75K | Buy |
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|
2019
Q2 | $74K | Sell |
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|
2019
Q1 | $75K | Buy |
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|
2018
Q4 | $66K | Sell |
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|
2018
Q3 | $77K | Buy |
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|
2018
Q2 | $72K | Hold |
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|
2018
Q1 | $70K | Buy |
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|
2017
Q4 | $70K | Buy |
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|
2017
Q3 | $66K | Buy |
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|
2017
Q2 | $63K | Buy |
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|
2017
Q1 | $61K | Buy |
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|
2016
Q4 | $34K | Buy |
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|
2016
Q3 | $33K | Buy |
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|
2016
Q2 | $32K | Buy |
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|
2016
Q1 | $31K | Buy |
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|
2015
Q4 | $31K | Buy |
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|
2015
Q3 | $29K | Hold |
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|
2015
Q2 | $31K | Buy |
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|
2015
Q1 | $31K | Buy |
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