VERITY 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 | $919K | Hold |
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|
2025
Q2 | $848K | Hold |
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|
2025
Q1 | $747K | Hold |
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|
2024
Q4 | $805K | Hold |
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|
2024
Q3 | $794K | Hold |
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|
2024
Q2 | $758K | Hold |
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|
2024
Q1 | $736K | Hold |
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|
2023
Q4 | $665K | Hold |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $616K | Hold |
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|
2023
Q1 | $570K | Hold |
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|
2022
Q4 | $525K | Hold |
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|
2022
Q3 | $490K | Buy |
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|
2022
Q2 | $426K | Hold |
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|
2022
Q1 | $513K | Hold |
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|
2021
Q4 | $550K | Hold |
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|
2021
Q3 | $492K | Buy |
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|
2021
Q2 | $487K | Sell |
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|
2021
Q1 | $516K | Hold |
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|
2020
Q4 | $483K | Buy |
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|
2020
Q3 | $270K | Hold |
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|
2020
Q2 | $249K | Hold |
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|
2020
Q1 | $206K | Hold |
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|
2019
Q4 | $254K | Hold |
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|
2019
Q3 | $234K | Hold |
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|
2019
Q2 | $231K | Hold |
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|
2019
Q1 | $223K | Buy |
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