West Wealth Group’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 | $473K | Buy |
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|
2025
Q2 | $450K | Sell |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $557K | Sell |
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|
2024
Q3 | $564K | Sell |
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $554K | Sell |
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|
2023
Q4 | $526K | Buy |
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|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $442K | Sell |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $601K | Buy |
|