Wilson & Boucher Capital Management’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 | $325K | Hold |
2,800
| – | – | 0.23% | 92 |
|
|
2025
Q1 | $287K | Hold |
2,800
| – | – | 0.21% | 94 |
|
|
2024
Q4 | $309K | Hold |
2,800
| – | – | 0.22% | 94 |
|
|
2024
Q3 | $305K | Hold |
2,800
| – | – | 0.21% | 95 |
|
|
2024
Q2 | $291K | Hold |
2,800
| – | – | 0.22% | 92 |
|
|
2024
Q1 | $282K | Buy |
2,800
+30
| +1% | +$3.02K | 0.22% | 93 |
|
|
2023
Q4 | $252K | Hold |
2,770
| – | – | 0.21% | 95 |
|
|
2023
Q3 | $226K | Hold |
2,770
| – | – | 0.21% | 97 |
|
|
2023
Q2 | $233K | Hold |
2,770
| – | – | 0.21% | 98 |
|
|
2023
Q1 | $216K | Buy |
+2,770
| New | +$216K | 0.21% | 100 |
|
|
2022
Q2 | – | Sell |
-2,770
| Closed | -$240K | – | 101 |
|
|
2022
Q1 | $240K | Hold |
2,770
| – | – | 0.22% | 99 |
|
|
2021
Q4 | $257K | Buy |
+2,770
| New | +$257K | 0.23% | 96 |
|