Westside Investment 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
Q3 | $171K | Hold |
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|
2025
Q2 | $157K | Hold |
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|
2025
Q1 | $139K | Hold |
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|
2024
Q4 | $149K | Hold |
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|
2024
Q3 | $147K | Sell |
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|
2024
Q2 | $192K | Hold |
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|
2024
Q1 | $186K | Hold |
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|
2023
Q4 | $168K | Hold |
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|
2023
Q3 | $151K | Hold |
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|
2023
Q2 | $156K | Hold |
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|
2023
Q1 | $144K | Buy |
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|
2022
Q4 | $111 | Hold |
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|
2022
Q3 | $103 | Hold |
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|
2022
Q2 | $111 | Hold |
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|
2022
Q1 | $134 | Hold |
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|
2021
Q4 | $144 | Hold |
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|
2021
Q3 | $128 | Hold |
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|
2021
Q2 | $128 | Hold |
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|
2021
Q1 | $118 | Hold |
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|
2020
Q4 | $110 | Sell |
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|
2020
Q3 | $102 | Hold |
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|
2020
Q2 | $94 | Hold |
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|
2020
Q1 | $77 | Buy |
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|
2019
Q2 | $87 | Buy |
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|
2018
Q4 | $74.4K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $81K | Hold |
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|
2018
Q1 | $76.3K | Hold |
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|
2017
Q4 | $80.9K | Hold |
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|
2017
Q3 | $75.2K | Hold |
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|
2017
Q2 | $71.6K | Hold |
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|
2017
Q1 | $69K | Buy |
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