West 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
Q3 | $576K | Sell |
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|
2025
Q2 | $577K | Buy |
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|
2025
Q1 | $508K | Sell |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $521K | Hold |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $471K | Hold |
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|
2022
Q3 | $439K | Buy |
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|
2022
Q2 | $464K | Hold |
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|
2022
Q1 | $559K | Buy |
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|
2021
Q4 | $598K | Sell |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $463K | Buy |
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|
2021
Q1 | $348K | Hold |
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|
2020
Q4 | $326K | Buy |
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