Venturi Wealth Management’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 | $562K | Sell |
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|
2025
Q2 | $533K | Sell |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $577K | Sell |
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|
2024
Q3 | $573K | Buy |
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|
2024
Q2 | $545K | Buy |
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|
2024
Q1 | $529K | Sell |
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|
2023
Q4 | $530K | Buy |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $416K | Hold |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $390K | Buy |
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