U.S. Capital Wealth 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 | $407K | Sell |
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|
2025
Q2 | $383K | Sell |
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|
2025
Q1 | $350K | Buy |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $376K | Sell |
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|
2024
Q2 | $371K | Buy |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $21K | Buy |
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