Verus Capital Partners’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
Q2 | $386K | Sell |
3,324
-22
| -0.7% | -$2.56K | 0.03% | 275 |
|
|
2025
Q1 | $343K | Sell |
3,346
-9
| -0.3% | -$922 | 0.03% | 289 |
|
|
2024
Q4 | $370K | Buy |
3,355
+64
| +2% | +$7.06K | 0.03% | 269 |
|
|
2024
Q3 | $358K | Buy |
3,291
+277
| +9% | +$30.1K | 0.03% | 258 |
|
|
2024
Q2 | $313K | Sell |
3,014
-901
| -23% | -$93.6K | 0.03% | 273 |
|
|
2024
Q1 | $395K | Buy |
3,915
+131
| +3% | +$13.2K | 0.04% | 225 |
|
|
2023
Q4 | $345K | Buy |
3,784
+351
| +10% | +$32K | 0.04% | 218 |
|
|
2023
Q3 | $279K | Buy |
3,433
+26
| +0.8% | +$2.12K | 0.04% | 232 |
|
|
2023
Q2 | $287K | Buy |
3,407
+466
| +16% | +$39.2K | 0.04% | 229 |
|
|
2023
Q1 | $229K | Buy |
+2,941
| New | +$229K | 0.04% | 246 |
|