Wealthcare Advisory 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 | $6.12M | Sell |
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|
2025
Q2 | $5.95M | Buy |
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|
2025
Q1 | $4.94M | Buy |
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|
2024
Q4 | $4.62M | Buy |
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|
2024
Q3 | $4.38M | Sell |
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|
2024
Q2 | $4.64M | Sell |
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|
2024
Q1 | $4.69M | Buy |
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|
2023
Q4 | $4.1M | Sell |
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|
2023
Q3 | $4.27M | Sell |
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|
2023
Q2 | $5.27M | Sell |
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|
2023
Q1 | $6.95M | Buy |
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|
2022
Q4 | $4.92M | Sell |
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|
2022
Q3 | $4.96M | Buy |
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|
2022
Q2 | $4.35M | Buy |
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|
2022
Q1 | $4.72M | Buy |
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|
2021
Q4 | $2.6M | Buy |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $1.67M | Buy |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $558K | Buy |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | $276K | Buy |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $283K | Hold |
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|
2019
Q2 | $279K | Buy |
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|
2019
Q1 | $266K | Buy |
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|
2018
Q4 | $121K | Sell |
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|
2018
Q3 | $160K | Buy |
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|
2018
Q2 | $144K | Sell |
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|
2018
Q1 | $186K | Buy |
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|
2017
Q4 | $140K | Buy |
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