Tilson Financial Group’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 | $232K | Hold |
1,998
| – | – | 0.09% | 68 |
|
|
2025
Q1 | $205K | Hold |
1,998
| – | – | 0.08% | 71 |
|
|
2024
Q4 | $220K | Hold |
1,998
| – | – | 0.09% | 67 |
|
|
2024
Q3 | $217K | Buy |
+1,998
| New | +$217K | 0.09% | 72 |
|
|
2024
Q2 | – | Sell |
-1,998
| Closed | -$201K | – | 42 |
|
|
2024
Q1 | $201K | Buy |
+1,998
| New | +$201K | 0.11% | 69 |
|