TD Waterhouse Canada’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 | $34.3K | Hold |
296
| – | – | ﹤0.01% | 1198 |
|
|
2025
Q1 | $30.5K | Sell |
296
-150
| -34% | -$15.4K | ﹤0.01% | 1184 |
|
|
2024
Q4 | $49.2K | Hold |
446
| – | – | ﹤0.01% | 1087 |
|
|
2024
Q3 | $48K | Sell |
446
-72
| -14% | -$7.75K | ﹤0.01% | 1046 |
|
|
2024
Q2 | $53.9K | Sell |
518
-510
| -50% | -$53.1K | ﹤0.01% | 1005 |
|
|
2024
Q1 | $110K | Buy |
1,028
+469
| +84% | +$50.4K | ﹤0.01% | 883 |
|
|
2023
Q4 | $54.4K | Sell |
559
-270
| -33% | -$26.3K | ﹤0.01% | 924 |
|
|
2023
Q3 | $72K | Buy |
829
+533
| +180% | +$46.3K | ﹤0.01% | 834 |
|
|
2023
Q2 | $25K | Hold |
296
| – | – | ﹤0.01% | 1082 |
|
|
2023
Q1 | $23.1K | Hold |
296
| – | – | ﹤0.01% | 1072 |
|
|
2022
Q4 | $21.2K | Hold |
296
| – | – | ﹤0.01% | 1088 |
|
|
2022
Q3 | $20.3K | Hold |
296
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q2 | $21.5K | Hold |
296
| – | – | ﹤0.01% | 1101 |
|
|
2022
Q1 | $25.7K | Hold |
296
| – | – | ﹤0.01% | 1127 |
|
|
2021
Q4 | $27.6K | Buy |
+296
| New | +$27.6K | ﹤0.01% | 1136 |
|