Traphagen Investment Advisors’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
Q3 | $604K | Sell |
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|
2025
Q2 | $566K | Sell |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $611K | Sell |
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|
2024
Q3 | $609K | Sell |
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|
2024
Q2 | $586K | Buy |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $499K | Buy |
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|
2023
Q3 | $445K | Hold |
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|
2023
Q2 | $460K | Sell |
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|
2023
Q1 | $608K | Buy |
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|
2022
Q4 | $559K | Buy |
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|
2022
Q3 | $492K | Buy |
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|
2022
Q2 | $427K | Buy |
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|
2022
Q1 | $514K | Buy |
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|
2021
Q4 | $365K | Hold |
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|
2021
Q3 | $327K | Hold |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Sell |
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|
2019
Q3 | $236K | Buy |
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