Walkner Condon Financial 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
Q2 | $511K | Sell |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $527K | Buy |
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|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $464K | Hold |
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|
2023
Q4 | $419K | Buy |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $325K | Hold |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $318K | Buy |
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