W.H. Cornerstone Investments’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 | $450K | Sell |
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|
2025
Q2 | $420K | Buy |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q3 | $388K | Sell |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $241K | Buy |
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