Toth Financial Advisory’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
Q1 | – | Sell |
-50
| Closed | -$5.51K | – | 722 |
|
|
2024
Q4 | $5.51K | Sell |
50
-20
| -29% | -$2.21K | ﹤0.01% | 501 |
|
|
2024
Q3 | $7.62K | Sell |
70
-15
| -18% | -$1.63K | ﹤0.01% | 473 |
|
|
2024
Q2 | $8.83K | Hold |
85
| – | – | ﹤0.01% | 475 |
|
|
2024
Q1 | $8.57K | Sell |
85
-60
| -41% | -$6.05K | ﹤0.01% | 467 |
|
|
2023
Q4 | $13.2K | Hold |
145
| – | – | ﹤0.01% | 424 |
|
|
2023
Q3 | $11.8K | Hold |
145
| – | – | ﹤0.01% | 422 |
|
|
2023
Q2 | $12.2K | Buy |
+145
| New | +$12.2K | ﹤0.01% | 444 |
|