Wealthcare Capital Management’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 | $3.02M | Buy |
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|
2025
Q1 | $2.61M | Buy |
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|
2024
Q4 | $2.64M | Sell |
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|
2024
Q3 | $2.71M | Sell |
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|
2024
Q2 | $2.6M | Sell |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $2.46M | Buy |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $2.47M | Sell |
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|
2023
Q1 | $2.3M | Sell |
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|
2022
Q4 | $2.2M | Buy |
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|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $2.28M | Sell |
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|
2022
Q1 | $2.87M | Buy |
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|
2021
Q4 | $2.85M | Sell |
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|
2021
Q3 | $2.65M | Sell |
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|
2021
Q2 | $2.91M | Sell |
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|
2021
Q1 | $2.85M | Sell |
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|
2020
Q4 | $2.79M | Sell |
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|
2020
Q3 | $2.5M | Sell |
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|
2020
Q2 | $2.35M | Buy |
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|
2020
Q1 | $1.61M | Buy |
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|
2019
Q4 | $1.61M | Sell |
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|
2019
Q3 | $1.53M | Buy |
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|
2019
Q2 | $1.5M | Buy |
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|
2019
Q1 | $1.43M | Buy |
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|
2018
Q4 | $1.12M | Sell |
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|
2018
Q3 | $1.35M | Sell |
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|
2018
Q2 | $1.29M | Buy |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $1.01M | Buy |
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|
2017
Q2 | $314K | Hold |
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|
2017
Q1 | $305K | Buy |
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|
2016
Q4 | $280K | Hold |
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|
2016
Q3 | $274K | Hold |
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|
2016
Q2 | $263K | Hold |
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|
2016
Q1 | $260K | Buy |
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|
2015
Q4 | $98K | Sell |
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|
2015
Q3 | $96K | Hold |
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|
2015
Q2 | $103K | Buy |
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|
2015
Q1 | $98K | Hold |
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|
2014
Q4 | $97K | Hold |
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|
2014
Q3 | $93K | Hold |
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|
2014
Q2 | $92K | Hold |
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|
2014
Q1 | $89K | Buy |
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