Wealth Management Partners’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 | $1.37M | Sell |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.11M | Hold |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.11M | Hold |
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|
2023
Q4 | $1M | Hold |
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|
2023
Q3 | $898K | Buy |
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|
2023
Q2 | $874K | Sell |
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|
2023
Q1 | $820K | Sell |
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|
2022
Q4 | $760K | Sell |
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|
2022
Q3 | $840K | Sell |
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|
2022
Q2 | $946K | Sell |
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|
2022
Q1 | $1.39M | Hold |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.27M | Buy |
|