WhitTier Trust Company’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 | $1.35M | Sell |
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|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $568K | Buy |
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|
2024
Q2 | $538K | Hold |
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|
2024
Q1 | $523K | Hold |
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $422K | Hold |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $556K | Sell |
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|
2022
Q3 | $885K | Buy |
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|
2022
Q2 | $946K | Buy |
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|
2022
Q1 | $1.07M | Hold |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $801K | Buy |
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|
2021
Q2 | $741K | Buy |
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|
2021
Q1 | $585K | Buy |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $219K | Hold |
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|
2020
Q2 | $202K | Hold |
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|
2020
Q1 | $166K | Hold |
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|
2019
Q4 | $205K | Hold |
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|
2019
Q3 | $190K | Hold |
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|
2019
Q2 | $187K | Hold |
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|
2019
Q1 | $180K | Hold |
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|
2018
Q4 | $159K | Hold |
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|
2018
Q3 | $183K | Hold |
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|
2018
Q2 | $173K | Sell |
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|
2018
Q1 | $196K | Sell |
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|
2017
Q4 | $208K | Hold |
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|
2017
Q3 | $196K | Hold |
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|
2017
Q2 | $189K | Buy |
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|
2017
Q1 | $169K | Hold |
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|
2016
Q4 | $160K | Hold |
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|
2016
Q3 | $157K | Hold |
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|
2016
Q2 | $150K | Hold |
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|
2016
Q1 | $149K | Hold |
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|
2015
Q4 | $147K | Sell |
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|
2015
Q3 | $668K | Buy |
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|
2015
Q2 | $710K | Buy |
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|
2015
Q1 | $104K | Buy |
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