WBH Advisory’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 | $390K | Buy |
3,359
+40
| +1% | +$4.65K | 0.03% | 258 |
|
|
2025
Q1 | $340K | Buy |
3,319
+213
| +7% | +$21.8K | 0.03% | 254 |
|
|
2024
Q4 | $342K | Sell |
3,106
-288
| -8% | -$31.8K | 0.03% | 252 |
|
|
2024
Q3 | $369K | Sell |
3,394
-360
| -10% | -$39.2K | 0.04% | 243 |
|
|
2024
Q2 | $390K | Buy |
3,754
+60
| +2% | +$6.23K | 0.04% | 231 |
|
|
2024
Q1 | $372K | Buy |
3,694
+195
| +6% | +$19.7K | 0.04% | 242 |
|
|
2023
Q4 | $319K | Buy |
+3,499
| New | +$319K | 0.04% | 256 |
|