West Wealth Group’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 | $450K | Sell |
3,756
-25
| -0.7% | -$2.99K | 0.11% | 62 |
|
|
2025
Q1 | $389K | Sell |
3,781
-1,271
| -25% | -$131K | 0.12% | 60 |
|
|
2024
Q4 | $557K | Sell |
5,052
-135
| -3% | -$14.9K | 0.17% | 44 |
|
|
2024
Q3 | $564K | Sell |
5,187
-169
| -3% | -$18.4K | 0.18% | 44 |
|
|
2024
Q2 | $556K | Sell |
5,356
-142
| -3% | -$14.7K | 0.2% | 41 |
|
|
2024
Q1 | $554K | Sell |
5,498
-274
| -5% | -$27.6K | 0.21% | 43 |
|
|
2023
Q4 | $526K | Buy |
5,772
+1,028
| +22% | +$93.6K | 0.21% | 43 |
|
|
2023
Q3 | $386K | Sell |
4,744
-75
| -2% | -$6.11K | 0.17% | 51 |
|
|
2023
Q2 | $406K | Buy |
4,819
+28
| +0.6% | +$2.36K | 0.17% | 43 |
|
|
2023
Q1 | $374K | Sell |
4,791
-1,368
| -22% | -$107K | 0.17% | 40 |
|
|
2022
Q4 | $442K | Sell |
6,159
-104
| -2% | -$7.47K | 0.22% | 37 |
|
|
2022
Q3 | $419K | Buy |
6,263
+236
| +4% | +$15.8K | 0.21% | 36 |
|
|
2022
Q2 | $433K | Buy |
6,027
+867
| +17% | +$62.3K | 0.2% | 36 |
|
|
2022
Q1 | $447K | Sell |
5,160
-1,310
| -20% | -$113K | 0.18% | 37 |
|
|
2021
Q4 | $601K | Buy |
+6,470
| New | +$601K | 0.23% | 28 |
|