Wilson & Boucher Capital 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 | $353K | Hold |
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|
2025
Q2 | $325K | Hold |
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|
2025
Q1 | $287K | Hold |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $305K | Hold |
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $282K | Buy |
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|
2023
Q4 | $252K | Hold |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $257K | Buy |
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